Thanks for signing up for one of our upcoming events!
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Your Event Date & Time:
- Bonefish Grill on May 10 at 6:30 p.m.
- Bonefish Grill on May 12 at 6:30 p.m.
Add it to your calendar:
Thank you for registering for our upcoming event at Bonefish Grill located at 55 U.S. 9, Manalapan Township, NJ 07726. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].
– Bonefish Grill on May 10 at 6:30 p.m.
– Bonefish Grill on May 12 at 6:30 p.m.
SPECIAL DIRECTIONS: Bonefish Grill is located on Rt. 9 South Manalapan in the Manalapan EpiCentre, next to PC Richard’s. Please arrive by no later than 6:15 p.m. The seminar starts promptly at 6:30pm. To avoid any disruptions, late entrants will not be seated.
Please arrive at least 15 minutes early to allow time to park, check-in and be seated.
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected]. at your earliest convenience so we can accommodate other guests accordingly.
If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.
We look forward to seeing you there!
Jeff Stevens, Preferred Wealth Strategies, LLC
Marge Stevens, Preferred Retirement Strategies, LLC
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, securities 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 material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment 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.