Complimentary Event in Milford, MA
Are You Ready for Retirement?
What You Need to Know...
An enlightening presentation for those in or nearing retirement looking to maximize their income and avoid outliving their savings. Join us to discover:
- The potential impact of the SECURE Act 2.0 on your retirement savings plan.
- Why today’s economic environment may be one of the most challenging times to retire.
- How to develop a plan for reliable retirement income.
- Strategies to help protect your assets from taxes, inflation and market volatility.
- How Social Security and healthcare factor into your overall retirement plan.
- And much more.
Milford Town Library
80 Spruce Street, Milford, MA 01757
Dates & Times
– Milford Town Library on September 14 at 6:00 p.m.
*This event is not sponsored by or affiliated with the Milford Town Library.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will receive a retirement income planning and Social Security maximization guide.
Hosted by RetirementAdvisers.net
Presented by Alissa Duval | Insurance Professional
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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.