Complimentary Dinner at Pepper's Mexican Grill & Cantina in Gainesville, FL
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
MENU
Your choice of a Chicken Quesadilla, Taco Salad, Chicken Fajitas, Beef Burrito, or a Vegetarian entrée.
Event Details
Pepper’s Mexican Grill & Cantina
7750 W Newberry Road
Gainesville, FL 32606
Event Options:
– Thursday, December 5 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Pepper’s Mexican Grill & Cantina
7750 W Newberry Road
Gainesville, FL 32606
Event Options:
– Thursday, December 5 at 12:00 p.m.
MENU
Your choice of a Chicken Quesadilla, Taco Salad, Chicken Fajitas, Beef Burrito, or a Vegetarian entrée.
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 Pepper’s Mexican Grill & Cantina 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 Hosts
Danny Ward | Founder of C10 Financial
State License #A2277448
Scott Anderson
Attorney Scott Anderson practices Elder Law and Estate Planning throughout North Central Florida, focusing on advance planning to guide each client through their life’s journey while avoiding legal pitfalls along the way. When he’s not providing planning services, Scott litigates cases involving Guardianship, Financial Exploitation, and Probate. Scott brings a unique background in Banking, Retirement and Health Care Benefits Administration, Mediation, and Real Estate law, in providing a full range of Elder Law and Estate Planning services and advocating on behalf of our aging and vulnerable populations.
Scott recommends that every person should strongly consider having a Durable Power of Attorney, Designation of Health Care Surrogate, Living Will and Last Will and Testament or Trust, created specifically for you by an experienced attorney.
Scott currently serves on a county government Advisory Board, provides pro-bono services through Three Rivers Legal Services, and is pursuing an advanced degree (LLM) in Elder Law at Stetson Law School. He has served as co-chair of the local Alzheimer’s Associate “ALZ WALK” and has kayaked from Miami to Key West three times to raise awareness in the fight against cancer. In his free time, Scott enjoys fishing, traveling and spending time with his wife and two daughters, and their dog, Roxy.
FL Bar #39600
© 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/
Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and C10 Financial are unaffiliated entities. 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.