Complimentary Workshop at Elgin Community College in Elgin, IL
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
We All Deserve A Retirement We Can Be Confident In
Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates¹, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Event Details
Elgin Community College
1700 Spartan Drive, Elgin, IL 60123
Event Options:
– Tuesday, September 27 at 6:30 p.m.
– Thursday, September 29 at 6:30 p.m.
Join us for a special presentation at Elgin Community College while we discuss important topics for those in or nearing retirement.
What we’ll cover:
- 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 hundreds of thousands of dollars in retirement.
- 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!
Exclusive Offer
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.
A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.
REGISTRATION CLOSES IN:
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 retirement income plan.
Medical expenses represent
67% of all personal
bankruptcies in retirement.²
Sounds crazy, but it’s true. Think about it: A couple that turned 65 in 2020 can expect to pay $295,000 out-of-pocket on health care costs in retirement³. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?
FEATURED PRESENTERS:
Nathan Chapel
Financial Advisor & Co-Founders of Tru Financial Strategies
Nathan works diligently to ensure clients’ retirement plans, including income from assets, Social Security, Medicare, long-term care insurance, and estate planning are done properly and are all working together to meet their retirement goals. Nathan holds his Series 65 securities license, and serves as a fiduciary advisor.
Scott Svoboda
Financial Advisor & Co-Founders of Tru Financial Strategies
Scott Svoboda serves as a Financial Advisor & Co-Founder at Tru Financial Strategies, focusing on helping clients as they enter the distribution phase of their financial planning.
Scott holds his Series 65 securities license and serves as a financial advisor with fiduciary responsibility and provides a truly unique, holistic approach to clients’ financial plans. Scott works tirelessly to ensure clients’ retirement plans, including income from assets, Social Security, and defined benefit pensions are coordinated properly with a goal of their retirement income lasting a lifetime.
© 2022 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.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
³ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement
https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
https://www.ssa.gov/cola/
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.