Timely Event at Fairview Heights Rec Complex in Fairview Heights, IL
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
Fairview Heights Rec Complex
9950 Bunkum Rd,
Fairview Heights, IL 62208
Event Options:
– Thursday, April 3 at 6:00 p.m. – Saturday, April 5 at 10:00 a.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the Fairview Heights Rec Complex or the City of Fairview.
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Fairview Heights Rec Complex 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.
- 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.
- Planning for rising health care premiums that may cost the average retiree tens 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: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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
Jason Williams, President & Founder | SRBLI
Jason Williams is the principal and founder of SRBLI, a wholly-owned subsidiary of E-Cover Me, where he and his agents prioritize helping their clients achieve financial stability. As Senior Benefits Advocates, they take a holistic approach to effective distribution planning through appropriate risk management.
Formally trained in retirement planning and business continuation, Jason’s expertise lies in understanding, informing, and helping find strategies for his clients’ issues based on their age, risk tolerance, and long-term financial goals. Specializing in the senior market helps Jason to focus specifically on tax-preferred asset preservation for his clients.
Jason puts his clients’ best interests first to achieve maximum retirement income while controlling risk and providing confidence and financial stability. His focus on building a culture of accountability, integrity, communication, and successful planning are time-tested cornerstones of his practice.
Jason lives in Maryland Heights, Missouri, with his 16-year-old son Jackson. In their free time, they enjoy volunteering at animal shelters, traveling across the country to experience nature and their favorite beaches, and finding recipes from all over the world to make together for their family dinners.
Charlotte Fraser | SRBLI
Starting in the insurance and financial industry in 1992, Charlotte Fraser has spent the last three decades of her career helping her clients by utilizing asset preservation and accumulation techniques to help reduce their financial risk. Her focus is on long-term care, life insurance, annuities, and Medicare.
Charlotte’s approach to working with clients on their financial futures in retirement is focused on informing and direction. She enjoys helping to reduce and even potentially eliminate taxes on their Social Security, while still preserving what they have saved throughout their working life. Charlotte’s goal is to always help her clients utilize strategies that receive the highest possible return on their money, while also helping ensure it lasts through retirement and is safely passed on to heirs, churches, or charities.
© 2025 Your Retirement Reality | Privacy Policy
*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.