Complimentary Dinner at Bella Milano in O'Fallon, IL
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
*This event is intended for those aged 55 and older with at least $250,000 in investible assets.
Bella Milano
455 Regency Park
O’Fallon, IL 62269
Date & Time:
– Thursday, November 16 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Bella Milano while we discuss important topics for those in or nearing retirement.
What we’ll cover:
- 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 to help you reduce one of the biggest concerns of many 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: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
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 complimentary retirement snapshot analysis for your current retirement income plan.
Meet Your Host
Zachary Buettner, President of Buettner Retirement Strategies
Drawing inspiration from his father and grandfather, Zach grew up watching the two entrepreneurial men make a difference by providing needed services and helping others in the community. “When families are financially protected, happiness increases, which leads to being better neighbors and ultimately strengthens the overall community,” said Zach. “Through my business, I want to help strengthen my community, one family at a time.”
Buettner believes it’s more important than ever for Americans to take a good look at their plan for retirement. “Americans are facing issues with their wealth every single day, whether it be inflation, taxes, fear about retiring comfortably, needing long-term care, etc. Many investment firms only focus on growing your assets. Few focus on providing income, protecting your principal or lowering your tax burden. And even fewer yet do all three of those together,” said Zach.
When Zach is not work, he enjoys spending time with his wife Hillary and daughter Briar. He coaches 7th grade Junior high basketball, plays golf, hunts and loves to try new restaurants in the St Louis area. Zach is also a graduate of Missouri State University, where he studied finance.
IL License #6490024
© 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.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
*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. We are not affiliated with any government agency. 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.