Complimentary Event at Douglas County Libraries – Castle Pines
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
This event is funded and presented by Hartmann Financial Advisors, LLC and is not sponsored by Douglas County Libraries. For more information, please contact Don or Vint Hartmann at 303-756-8900.
Event Details
Douglas County Libraries – Castle Pines
360 Village Square Ln, Castle Pines, CO 80108
Event Options:
– Castle Pines Library on November 2 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Douglas County Libraries – Castle Pines while we discuss the following important topics for those in or nearing retirement:
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps you can take to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
- Social Security timing and claiming strategies to help maximize your benefits.
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.³
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may derail your retirement and how you may be able to avoid them.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
MEET YOUR HOSTS
Donald Hartmann, President of Hartmann Financial Advisors, LLC
Don’s proven ability to take complex issues and make them remarkably clear has helped to enlighten and inspire audiences from coast to coast. Don has conducted more than 200 continuing education workshops for attorneys, financial advisors, and CPAs in 14 states and has educated the trustees and staff of dozens of nonprofit institutions. He has also been responsible for the implementation of more than $200 million of family partnerships, charitable trusts, and private family foundations.
Don’s civic activities include serving as a member of the board of the Denver Emergency Medical Services Council from 1979 through 1985, and serving as Chairman of the council in 1984 and 1985. He also served as the Chairman of the Board of Sharing & Caring Ministries, an inner-city ministry in Denver, for 21 years.
Vint Hartmann, Director of Investment and Insurance Services at Hartmann Financial Advisors, LLC
Vint started his financial services career right after college in 1995 with Ameritas Financial Services. In 1997, Vint began a similar endeavor with a large insurance and financial services company. For more than 15 years, Vint has specialized in helping families protect and grow their assets. He holds Series 6, 22, 62, 63, and 65 Securities licenses and a Colorado Insurance license. He is also certified to assist clients with their long-term care insurance needs. Vint enjoys hunting, fishing, and camping.
© 2023 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
³ https://www.ssa.gov/cola/
This event is not sponsored by or affiliated with the Douglas County Library System.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.