Complimentary Dinner Event at Bonefish Grill in Manalapan Township, NJ
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 help 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 potentially lower your taxes.
55 US-9, Manalapan Township, NJ 07726
– Bonefish Grill on February 22 at 6:30 p.m.
Your choice of a chicken, steak or salmon entrée. Vegetarian upon request.
Join us for a complimentary meal and special presentation at Bonefish Grill while we discuss 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 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!
REGISTRATION CLOSES IN:
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 retirement income plan.
Medical expenses represent
67% of all personal
bankruptcies in retirement.²
Sounds crazy, but it’s true. Think about it: A couple that turned 65 in 2022 can expect to pay $315,000 out-of-pocket on health care costs in retirement³. 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?
Jeff & Marge Stevens
Jeff Stevens, Preferred Wealth Strategies, LLC
Marge Stevens, Preferred Retirement Strategies, LLC
Jeff Stevens provides clients with custom-tailored investment strategies to meet short and long-term goals. Acting as a fiduciary, Jeff is obligated to put his clients’ interests first. His objective is to help individuals, families and businesses develop innovative financial strategies that result in financial clarity, stability, and overall financial health.
He specializes in wealth creation, wealth conservation, personal financial planning, business planning and legacy planning, and works with his clients to help protect their retirement by maximizing their retirement income to keep pace with inflation and reduce market risk.
Jeff grew up in Brooklyn and Long Island. He enlisted at seventeen and served honorably in the United States Marine Corps. Upon discharge from the service, Jeff worked as an electrical engineer and enrolled in Nassau Community College. After earning an Associate’s Degree, Jeff entered the insurance and financial services industry and continued his education at Rutgers University where he received a BS in Management.
He resides in Freehold, New Jersey with his wife, Marge. They have two adult children and three grandchildren. Jeff is an avid sportsman and enjoys freshwater and saltwater fishing and vacationing with his family.
Insurance offered through Jeffrey Stevens, independent agent.
Advisory services are offered by Preferred Wealth Advisors, LLC a Registered Investment Advisor in the State of New Jersey. Insurance products and services are offered through Preferred Retirement Strategies, LLC, an affiliated company.
Preferred Wealth Advisors, LLC and Jeffrey Stevens do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.
*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.