Complimentary Dinner Event at Cooper’s Hawk in Jacksonville, FL
Retirement Income Solutions for a Changing World
Menu: Your choice of a steak, chicken or fish entrée.
4850 Big Island Drive
Jacksonville, FL 32246
– Cooper’s Hawk on September 20 at 6:30 p.m.
– Cooper’s Hawk on September 20 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Do you have a strategy to ensure you won’t outlive your retirement income? Join us for a complimentary meal and special presentation at Cooper’s Hawk while we discuss the following important topics for those in or nearing retirement:
What we’ll cover:
- How to navigate your retirement income outlook.
- Strategies to address common retirement income challenges.
- Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
- Strategies to help grow your assets and protect your portfolio against stock market volatility.
- Developing a customized retirement income plan for you and your family.
- Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
- Understanding potential risks in retirement and how you may be able to avoid them.
- And much more!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
This workshop combines two empowering elements:
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.
Meet Your Host
Jeremy Pember, D.S. Drelich & Associates
Are you financially prepared for your future? I may be able to help. I attend to the details of your financial life as it moves forward, and I’m committed to helping you succeed.
Every day I work with individuals just like you — helping prepare families and businesses for financial success now and in the future.
EDUCATION & CREDENTIALS
• Bachelor of Arts, Oral Roberts University
• Graduated Rhema Bible Training Center
• Faith and Family
• Active Lifestyle (surfing, mountain biking, football, hunting)
• Volunteer at local churches
Jeremy covers some of the fields of the Financial Industry and appreciates the importance of each aspect. “All options are kept in mind” as the team at D.S. Drelich & Associates help create comprehensive, lifetime financial plans for clients.
The services from D.S. Drelich & Associates include:
Financial Planning, Retirement Plans, 401K Planning, College Plans, Estate Plans, Life Insurance, Advisory Programs, IRA’s, Annuities, Long-Term Care, Mutual Funds, Comp Plans, Group Insurance, Disability
Vincent Minutolo, Lincoln Financial Group
Vinny Minutolo, Regional Sales Director, has been with Lincoln Financial Group since 2011. A graduate of the University of South Florida in 2006, with a B.S. in Finance, Vinny started his career at Franklin Templeton Investments before joining Lincoln. He lives with his wife and two dogs in Tampa.
Jeremy Pember offers Securities through CreativeOne Securities, LLC Member FINRA/SIPC. D.S. Drelich and Associates and CreativeOne Securities, LLC are not affiliated.
D.S. Drelich & Associates
7077 Bonneval Rd, Suite 390
Jacksonville, FL 32216
*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. 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.