Complimentary Lunch Event at Stonewood Grill & Tavern in Jacksonville, FL
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
MENU: Your choice of a steak, chicken or fish entrée.
Event Details
Stonewood Grill & Tavern
3832 Baymeadows Rd #3
Jacksonville, FL 32217
Event Options:
– Stonewood Grill & Tavern on March 21 at 12:00 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 plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Stonewood Grill & Tavern while we discuss the following important topics for those in or nearing retirement:
What we’ll cover:
- 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 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.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.³
- 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 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 retirement income 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.
EXPERIENCE
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
INTERESTS
• 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
Guest Speaker
Jeff Thatcher, CUNA Mutual Group
Jeff has been with CUNA Mutual Group since 2017 and has worked in finance for the last 10 years, including banking, advising and wholesaling. He has a bachelor’s degree in Sports Management and Business Administration from Washington State University.
Outside of work, Jeff is very active playing on several sports teams, including golf, softball, tennis and basketball. He has been a season ticket holder for the Seattle Seahawks for 12 years and enjoys working with youth and coaching any chance he gets.
When partnering with financial professionals, Jeff never wants to sell anyone something that they don’t need. His approach is to ask a lot of questions, uncover potential problems and provide realistic and specific strategies.
• Behavioral Finance Advice™️ (BFA™️)
• National Social Security AdvisorSM (NSSA®️)
• Securities Registered with FINRA®️
• Holds Series 7 and 66 Registrations
© 2023 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.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
³ https://www.ssa.gov/cola/
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.