Litchfield, MN | Retirement Income Planning Dinner | August 2022 ARE-12584

Complimentary Dinner Event at Peter's Ribs & Catering in Litchfield, MN

Maximizing Your Retirement Income & Surviving Market Volatility

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement

We All Deserve A Retirement We Can Be Confident In

Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

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Enjoy a delicious Chicken & Rib dinner served with a side salad.

Event Details

Peter’s Ribs & Catering
61260 Hwy 12 W., Litchfield, MN 55355

Event Options:

– Peter’s Ribs & Catering on August 25 at 6:00 p.m.

Join us for a complimentary meal and special presentation at Peter’s Ribs & Catering 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.*
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 changes go into effect.¹
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. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

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.

Medical expenses represent

67% of all personal

bankruptcies in retirement.⁴

Sounds crazy, but it’s true. Think about it: A couple that turned 65 in 2020 can expect to pay $295,000 out-of-pocket on health care costs in retirement⁵. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?

FEATURED PRESENTER:

Kevin Bright

Registered Representation

Kevin joined Gentz Financial in January of 2022. He grew up in Lakeville, Minnesota, where he was heavily involved in both wrestling and football. After graduating high school, Kevin attended Minnesota State University-Mankato, where he earned a bachelor’s in corporate Finance with an accounting minor.

A year after working in the wholesale lumber industry, Kevin realized his passion was to assist individuals and families with planning for their futures. Kevin began his career in the financial services industry at Allianz Life in 2016, wholesaling fixed indexed annuities. Kevin quickly moved from taking inbound calls to managing some of the top advisor relationships in the industry. This position provided him the opportunity to work closely with Nyles Gentz and Gentz Financial Services.

Kevin is committed to maintaining the highest standards of integrity and professionalism while working with the individuals and families Gentz Financial serves.

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/

⁴ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

⁵ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services references here are independent of WFS. Gentz Financial Services Insurance License No: 20040557. Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by WFS. WFS does not provide tax or legal advice.

*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.