Complimentary Dinner at Eddie Merlot's in Englewood, CO
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
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Event Details
Eddie Merlot’s
10110 E Dry Creek Rd
Englewood, CO 80112
Event Options:
– Wednesday, December 4 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Eddie Merlot’s
10110 E Dry Creek Rd
Englewood, CO 80112
Event Options:
– Wednesday, December 4 at 6:00 p.m.
MENU
Campaign-Menu
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Eddie Merlot’s 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 to help you reduce one of the biggest concerns of many 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: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
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 retirement income plan.
Meet Your Host
Ed Moore | President of Mountain Financial Capital
Ed started his career with two Fortune 100 companies: Morgan Stanley Dean Witter and New England Financial, specializing in investment risk management, business succession planning, estate and advanced small business planning. He moved away from the corporate world in 2007 to better serve his clients independently with an open architecture approach for product solutions. With more than 25 years of experience in the financial and insurance service industry, his clientele ranges from individual families to successful business owners who are looking for guidance and clarity on what they want most out of life and how to achieve it. Ed holds the licenses of Series 66 and Life and Health.
Ed is a graduate of Michigan State University. He has been a resident of Colorado for over 32 years and resides in Englewood, CO with his wife, Cheryl. Ed and Cheryl have two adult children. Their daughter Sarah, who graduated from Colorado State University and is currently studying American Sign Language at the University of Northern Colorado, and son Justin, who graduated from the University of Nebraska-Lincoln and continuing his studies there with a Master of Educational Administration and is a graduate assistant for the men’s basketball team.
© 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.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
*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.