Timely Event at Miller-Motte College in Chattanooga, TN
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
Miller-Motte College
6397 Lee Hwy, Suite 100
Chattanooga, TN 37421
Event Options:
– Thursday, September 26 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 Miller-Motte College 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
Shawn Rogers, Blue Bridge Wealth
Blue Bridge Wealth is a boutique-sized firm offering personalized attention to clients who are ready to be proactive about protecting their financial and retirement futures. With a focus on knowledge-sharing, Shawn loves to work with clients and inspire them to have their own “ah-ha moments” so they can see how planning today can pay off in the future. He regularly holds seminars and webinars to share his knowledge so that people can begin the process of helping themselves with his guidance.
Shawn strives to provide honest, genuine and caring expertise during each client interaction. He applies his corporate America experience and real-world financial know-how to offer customized strategies. He has an excellent grasp of what works, what doesn’t and how to identify pitfalls. His extensive 20-year corporate and commercial banking background sets him apart from other advisors and offers clients added insight into the world of finance.
He earned a bachelor’s degree in Business Administration from Middle Tennessee University, a master’s degree in business administration from the University of Tennessee at Chattanooga, and a graduate degree in banking from LSU Banking School.
© 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.