No-Cost Event at Charlotte Mecklenburg Library - South County Regional in Charlotte, NC
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
Charlotte Mecklenburg Library – South County Regional
5801 Rea Rd, Charlotte, NC 28277
Event Options:
– Tuesday, December 10 at 6:00 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 Charlotte Mecklenburg Library – South County Regional 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.²
- 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 no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
Matthew J. Ponder, President, Arista Financial Services
Matthew is a Personal Finance Consultant, specializing in helping those reaching retirement to reduce potential risk, fees, and taxes, so they can keep more of their retirement savings.
For over a decade, he has helped inform those who understand the importance of efficient retirement planning, with the fact that tax-deferred savings, bound by risk, fees, restrictions, limitations and penalties may not be ideal for today’s saver.
He draws from his rich background from a family that has been in business for over 46 years. From this experience, wisdom, and resourcefulness you can appreciate his approach to retirement income strategies, values, straightforwardness, honesty, and direct communication.
He grew up in ministry while simultaneously being raised in entrepreneurship. He went from Veterinarian studies to, earning a BS Degree in Fashion Marketing and Management and after 3 years of interning at his family’s financial firm, decided that he wanted a career in helping other families experience true financial freedom.
Matthew, branched out from the family firm to continue to be a consumer advocate. Some of the Most Often OVER-LOOKED and Misunderstood Strategies, Problems, and tax efficient strategies for retirement plan distributions Are OFTEN not practiced or DISCUSSED by other Financial Professionals.
Guest Speaker
Dr. Craig A. Ponder Sr. , Ph.D, CKO, CEA, CFWC, CKC, CKT
Dr. Craig A. Ponder Sr. has been a distinguished entrepreneur for over 49 Years, and has expertise in the “Personal Finance” Sector for Over 31 Years. He is also a published author, financial educator, financial advocate, income strategist, a John C. Maxwell certified teacher, trainer, coach and speaker. He holds 15 professional designations, a Doctorate of Ministry (D.Min.) in Biblical Studies and a Doctorate of Philosophy (Ph.D.) in Theology with an emphasis in economics.
Since 1993, Dr. Ponder, has been helping women, IRA owners, homeowners, educators, nurses, African Americans, business owners, Christians, baby boomers and seniors, protect, multiply, and privatize their wealth and take control of their retirement money by paying less taxes, through self-directing, self-funding and becoming a properly structured entity.
© 2024 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.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
*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.
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.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.