COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Complimentary Dinner Event at Bonefish Grill in Manalapan Township, NJ

Maximizing Your Retirement Income & Surviving Market Volatility

Strategies For Maximizing Your Retirement Income

Menu: Your choice of a chicken, steak or salmon entrée. Vegetarian upon request.

Event Details

Bonefish Grill
55 U.S. 9Manalapan Township, NJ 07726

Event Options:

– Bonefish Grill on March 15 at 6:30 p.m.

– Bonefish Grill on March 17 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 plan to help maximize your income in retirement? Join us for a complimentary meal and special presentation at Bonefish Grill 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.
  • 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.
  • 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!

REGISTRATION CLOSES IN:

Days
Hours
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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 plan.

Meet Your Hosts

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 estate planning, and works with his clients to secure 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.

© 2022 Your Retirement Reality | Privacy Policy

 

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

Insurance agents and brokers are not permitted to attend.


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.

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.