No-Cost Event at New Canaan Library in New Canaan, CT
Strategies to Help Maximize Your Income, Preserve Your Estate and Retire Confidently
Gain Control of Your Taxes, Income & Estate in Retirement
Event Details
New Canaan Library
151 Main St, New Canaan, CT 06840
Event Options:
– Tuesday, October 29 at 6:30 p.m.
Seating is limited. 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 New Canaan Library 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.²
- 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 seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
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.
© 2024 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.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
*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.
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.