
No-Cost Event at Citrus Tower in Clermont, FL
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement

Event Details
Citrus Tower
141 North Hwy 27, Clermont, FL 34711
Event Options:
– Tuesday, August 6 at 6:00 – 8:00 p.m.
Refreshments will be served. 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 Citrus Tower 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 Hosts
Mike Sloan, CRPC™
As a Chartered Retirement Planning Counselor and Investment Advisor Representative with over 30 years of experience, my passion is helping my clients build, protect, and preserve their wealth for retirement. I then help them create a retirement income strategy that can provide guaranteed lifetime income, protection against market volatility, and potentially reduce taxes in retirement.
By working with my team and me, you will benefit from the combined expertise of our financial specialists, including nationally acclaimed professionals in Retirement Planning, Investment Management, Business Planning, Legacy Planning, and more. Our Retirement Income Planning process, based on the latest research, math, and science, is designed to help give you the confidence to enjoy your retirement without worrying about stock market risk or running out of money.
I live in Clermont, FL, and serve clients across the United States. For recreation, I enjoy traveling, nature and wildlife photography, hiking, fishing, and metal detecting on Florida’s famous beaches, searching for Spanish treasure.

Maurice Clarke
With over 20 years of experience in the dynamic world of employee benefits, Maurice Clarke thrived in managing complex group insurance plans for industry leaders like AON and Darden Restaurants. In his tenure Maurice came to value, working with subject matter professionals with expertise in crafting customized benefit strategies.
Today, Maurice leverages that experience to empower business owners and individuals to help build, protect, and preserve their wealth. He approaches your financial plan like a financial general contractor. Just as a general contractor works to avoid costly mistakes during a building project, Maurice works with a team of financial professionals to help ensure the phases of your financial vision are deployed strategically to achieve your goals.
His passion lies in creating a well-coordinated, efficient plan that delivers on your financial vision. Maurice works collaboratively to build your financial resiliency, reduce taxes efficiently, provide easy access to your hard-earned savings, and maximize what you leave behind to your loved ones.
Whether it’s retirement income planning, protecting loved ones, or building a thriving business, Maurice looks forward to helping you achieve your financial goals.
© 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
Investment Advisory and Financial Planning services offered through: Portfolio Medics, LLC, a registered investment advisor
Portfolio Medics and Camas Advice are not affiliated. Licensed Insurance Professional.
*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.