No-Cost Event at North Branch – Weber County Library in North Ogden, UT
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
North Branch – Weber County Library
475 E 2600 N, North Ogden, UT 84414
Event Options:
– North Branch Library on September 4 at 6:00 p.m. – North Branch Library on September 5 at 7:00 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 North Branch – Weber County 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
- 4 common risks associated with retirement – and ways to overcome them.
- With interest rates at their highest level in years, individuals with a nest-egg, 401(k), IRA, TSP, or other retirement accounts can lock in decades of higher income, without any risk.
- How to avoid the biggest tax increases in your lifetime coming soon, so they do NOT affect your retirement.
- Learn Tax Planning Strategies to help you minimize liabilities and maximize returns.
- Market Risk: “Stay the course” is not a retirement strategy. We’ll go over the ways you can better protect your money from the ups and downs in the market with guaranteed income you can’t outlive!
- Social Security Optimization: Understand how to make the most of your Social Security benefits.
- 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
Trent Dransfield, RFC, CFE | Dransfield & Associates
Trent has been a Retirement Specialist for the past eighteen years and has run and owned offices in Southern Utah, Northern Utah and Idaho. Trent is currently a member of the Certified Fraud Examiners and MDRT committee as well as a Registered Financial Consultant.
He has great passion in further assisting his clients and treating them the way he would like to be treated! He has earned three different degrees from Universities, including one in the medical field of Physical Therapy, where he learned the value of really connecting with his patients and now with his clients. Trent has a beautiful family with seven children and loves life!
© 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.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
*This event is not sponsored by or affiliated with the North Branch Library or the Weber County Library System.
*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.