Timely Event at Mount Pleasant Public Library in Pleasantville, NY
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
Mount Pleasant Public Library
350 Bedford Rd, Pleasantville, NY 10570
Event Options:
– Tuesday, June 16, 2026 at 6:00 PM – Wednesday, June 17, 2026 at 6:00 PM
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 Mount Pleasant Public Library while we discuss the following important topics for those in or nearing retirement:
- How evolving tax laws and inflation could impact your retirement income plan in 2026.
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that recent changes to tax laws, market volatility and rising inflation may have on your retirement income.
- 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.
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may disrupt your retirement and how you may be able to avoid them.
- And MUCH more
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!
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
Jeffrey Polanco, PFS Advisors
As a licensed Investment Advisory Representative and Insurance Agent, Jeff helps guide his clients with a holistic view of financial well-being. His passion, dedication, and informational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized options to meet the unique goals & objectives of each client.
Jeff is a lifelong New Yorker and resides in Poughkeepsie NY with his life partner Sandra and their 2 boys, Jaden and Jake. His hobbies are exercising, cooking, enjoying music and being an everlasting learner about personal finance and business.
© 2026 Your Retirement Reality | Privacy Policy
Presented by Jeffrey Polanco, PFS Advisors. PFS Advisors does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Insurance products are offered through Fortis Brokerage Services, Inc. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.
*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.