Complimentary Workshop at East Grand Rapids Public Library & Community Center
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Event Details
East Grand Rapids Public Library & Community Center
746 Lakeside Dr SE, East Grand Rapids, MI 49506
Event Options:
– Wednesday, March 22 at 6:30 p.m.
– Thursday, March 23 at 6:30 p.m.
Seating is limited. Nothing will be sold and 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 East Grand Rapids Public Library & Community Center 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.*
- Critical steps 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 workshop confirmation purposes. Seating is limited. Nothing will be sold and 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 workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable 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 Host
Shari Hooper, CSA®, Senior Wealth Advisor | Summit Wealth Partners, LLC
During her time in the financial industry, Shari has received the following credentials: Registered Para-planner through the College of Financial Planning, life, health, variable insurance licenses, Series 7, 63, 65, and a Certified Senior Advisor Designation. Shari is currently completing her Behavioral Finance designation and a current candidate for her Chartered Financial Consultant (ChFC) through the American College of Financial Services.
Shari actively participates in many organizations that are centered on both women and seniors: Greater Grand Rapids Women Who Care, Inforum, WISE, West MI Women’s Magazine, Advocates for Senior Issues, and Women & Wealth, which she created and hosts monthly to provide an unintimidating platform for women to learn, ask questions and receiving financial planning advice on their current investments and employer benefits.
Shari and her husband Todd, of 18 years, currently reside in Ada, Michigan. They have two children together, Ana Rose and Joshua. Her daughter is almost 21 and attending college at the University of Kentucky in Lexington and studying Fashion Merchandising. Shari’s son, Joshua, is 14 years old, in the 8th grade. He is a AAA hockey player, which gives them many opportunities to travel and see new cities while watching him play. Their blended family brought two amazing step-daughters, a son-in-law and their granddaughter, Hayden, age 5.
© 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 workshop is not affiliated with or sponsored by the East Grand Rapids Library & Community Center.
*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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.