No-Cost Dinner Event at Crave - Pizza - Pasta - Pub in Gaylord, MI
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
Crave – Pizza – Pasta – Pub
148 W Main St
Gaylord, MI 49735
Event Options:
– CRAVE Pasta – Pizza – Pub on June 11 at 6:00 p.m. – CRAVE Pasta – Pizza – Pub on June 13 at 6:00 p.m.
Seating is limited. A no-cost meal will be served. There is no charge to attend!
MENU
A variety of delicious pizza and appetizers.
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a no-cost meal and special presentation at Crave – Pizza – Pasta – Pub 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
Timothy Alfieri | Financial Advisor, Hudson Wealth Management
Tim Alfieri is a Traverse City native who has a strong passion for helping folks make the most of their retirement. Tim’s knowledge and creativity in the financial field helps to ensure his clients receive a planning process unlike others in the industry. Tim’s passions in life don’t stop when he leaves the office. Tim is a die hard Lions’ fan, attending games when he can (I know, we all have our faults) and loves spending time outdoors with his better half Sara, and three kids Ella, Liam & Kinsley.
© 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/
³ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
Investment advisory services offered by duly registered individuals through CreativeOne Wealth a Registered Investment Adviser. CreativeOne Wealth and Hudson Wealth Management are unaffiliated entities. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. We are not rendering or offering to render personalized investment advice or financial planning advice through this website. This website is limited to the dissemination of general information on Hudson Wealth Management services offered and provides an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered within the context of an executed investment advisory and/or financial planning contract between the client and the advisor. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Financial Advisor Traverse City.
*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. We are not affiliated with any government agency. 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.