Complimentary Workshop at Bob L Burger Recreation Center in Lafayette, CO
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Bob L Burger Recreation Center
111 W Baseline Rd, Lafayette, CO 80026
– Tuesday, May 17th at 6:00 p.m.
– Thursday, May 19th at 6:00 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Join us for a special workshop at Bob L Burger Recreation Center where we will discuss the following important topics:
- What’s new for Social Security and what may be changing in 2022.
- 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.
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Do you have a strategy to maximize your Social Security benefits?
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 that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%¹
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Hosts
Kelly J. Carter | Co-Founder & CEO of Beacon Retirement Group, Inc.
Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.
Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.
CA License #0E89958
Joe DeMeo | President & Founder of Money Bridge Wealth & Income Planning
Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning.
Starting his firm in the 90’s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit crunch took place. Housing markets crumbling and retirements vanishing made it clear that a new process and approach were necessary.
Combining his financial savvy with his insurance experience, and then following a specific step by step process, Joe is able to protect assets, wisely allocate distributions, and help clients look to the future with anticipation instead of apprehension thus assuring financial independence. By using the Archer’s FORMula,™️ Joe is able to design custom financial plans that address each of his clients’ specific needs.
CA License #0C75782
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.