Complimentary Workshop at South University - Richmond in Glen Allen, VA
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Event Details
South University, Richmond (Glen Allen Campus)
2151 Old Brick Rd., Glen Allen, VA 23060
Workshop Options:
– Thursday, August 18 at 6:00 p.m.
– Tuesday, August 23 at 6:00 p.m.
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at South University in Glenn Allen, VA 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 changes² 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.
- 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 changes² go into effect.
- 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. This event is not sponsored or affiliated with South University.
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
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 plan.
Exclusive Offer
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.
MEET YOUR HOST:
Jessica Cervinka
President | Kingsguard Capital
Because financial education is one of her biggest passions, Jessica’s mission is to provide people with the guidance they need in an easy-to-understand style. Her dedication to education is reflected in every step of Kingsguard’s planning process. Headquartered in Virginia, Kingsguard also serves clients from its Florida office and offers informational workshops to the public.
Jessica, her husband of 30 years and her five sons, live in Powhatan, Virginia, with their German shepherds and flock of chickens. When not helping clients, Jessica can be found playing music with her family, enjoying a home-cooked meal or simply relishing all aspects of country living.
© 2022 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
*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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kingsguard Capital, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Advisory services are offered by Kingsguard Capital, LLC a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through Safegrowth Financial, an affiliated company.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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.
This seminar is for pre retirees and retirees only, educational no obligation, not for financial advisers or insurance agents.
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.