You're invited!
Retirement is Within Reach: Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Join your local host at The Innovation Hotel on the Arthrex Campus on Wednesday, April 2 at 10:00 a.m. or 2:00 p.m. for a timely and informative retirement income planning seminar. During this event, we’ll discuss:
- Modern strategies being used in today's retirement landscape.
- Strategies designed to help increase your retirement success and protect your assets from market volatility.
- Different ways to build tax-efficient and tax-free income strategies into your retirement plan.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
The Innovation Hotel on the Arthrex Campus
1290 Innovation Dr, Naples, FL 34108
Date & Time
– Wednesday, April 2 at 10:00 a.m.
– Wednesday, April 2 at 2:00 p.m.
Registration Closes In:
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
- Retirement Income Planning: Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Distribution Pitfalls: Identify common mistakes in retirement asset distribution and learn strategies to help ensure your money lasts.
- Tax Minimization Strategies: Understand the impact of rising taxes on your retirement income and strategies designated to mitigate these risks.
- Maximizing Social Security: Explore strategies designed to help maximize your benefits.
- Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenter
Nicholas R. Palumbo | Founder & CEO | Truvium Financial Group
After graduating with a degree in finance and economics from Adelphi University in 1983, Nick began his career with Northwestern Mutual Life. He later served as a President of the Executive Committee for The Guardian Life Insurance Company of America® and was also named a Five Star Wealth Manager from 2012-2019 by providing the highest quality services to his clients. The award evaluation process looks at criteria such as favorable regulatory and complaint history review, client retention rate and number of client households served.
A 28-year member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, Nick has distinguished himself by adhering to a strict Code of Ethics, focusing on providing top-notch client service and continuing to grow professionally. MDRT membership is internationally recognized as the standard of excellence in the life insurance and financial services industry. Nick has been acknowledged as a Top of the Table Honoree and has continued to show excellence among his peers. Receiving a total of 21 Court of the Table Honors and 13 Top of the Table Honors, his status is Qualifying and Life Membership with Top of the Table achievement. Trained in LEAP (Lifetime Economic Acceleration Planning), he has coached literally hundreds of financial advisors to success, and authored the best seller, You Have Infinite Power.
Nick founded Preferred Planning Associates in 1991 and through mergers and acquisitions he became a managing partner of Opus Advisory Group from 1995-2015. Today, Truvium speaks to his continued commitment to excellence in the profession and a determination to bring a still higher level of client-centric focus to enable individual and corporate clients to achieve their financial goals with personal freedom to live the lives they envision. He co-founded Empowered Mastery Consultants in 2007 to bring a holistic coaching component to the world of personal finance.
All consistent with a life focused on viewing the task of helping clients achieve their goals through a uniquely human lens that makes giving back a priority. Involvement in numerous foundations and the Chairmanship of the Board of Children’s Health and Research Foundation attests to a man that lives this ideal.
Personal time is family time with his wife and children, with special interests in reading, sports, movies, golf, amazing family dinners, and finding time along the way to earn a 2nd Degree Black Belt in Tae Kwon Do and currently training in Krav Maga. A dedicated man of faith, his desire is to leave a positive imprint on the hearts and minds of those he loves and clients he serves.
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.