Complimentary Workshop at Cocoa Beach Regional Chamber of Commerce in Merritt Island, FL

Maximizing Your Retirement Income & Surviving Market Volatility

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

*This workshop is not sponsored by or affiliated with the Cocoa Beach Regional Chamber of Commerce.

Event Details

Cocoa Beach Regional Chamber of Commerce
400 Fortenberry Rd, Merritt Island, FL 32952

Event Options:
– Cocoa Beach Regional Chamber of Commerce on July 18 at 6:00 p.m.
– Cocoa Beach Regional Chamber of Commerce on July 20 at 6:00 p.m.

RSVP NOW!

Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Cocoa Beach Regional Chamber of Commerce while we discuss the following important topics for those in or nearing retirement:

  • 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 you can take 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 tens of thousands of dollars in retirement.³
  • 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. Nothing will be sold and there is no charge to attend!

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

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 plan.

Meet Your Host

Arthur T. Roth II | Roth Financial Group
Arthur Roth continues his family’s long-standing tradition of helping others which began when his grandfather and namesake founded Franklin National Bank in the Northeast and continued when Mr. Roth started his career trading bonds on Wall Street.

He holds several licenses, including a series 7, 63, 65 and 24. He is an Investment Advisor Representative, a Board Certified Mutual Fund Specialist, and holds a Life & Variable Annuity License.
SIGN UP NOW!

© 2023 Your Retirement Reality | Privacy Policy

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.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings.aspx#:~:text=Most%20U.S.%20retirees%20will%20likely,in%20retirement%20with%20no%20savings.

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, South Dakota,Texas, Utah, Virginia, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group. BFCFS does not offer 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.