Complimentary Lunch Event at Aqua Grill in Ponte Vedra Beach, FL
Retirement Income Solutions for a Changing World
Event Details
Aqua Grill
395 Front St
Ponte Vedra Beach, FL 32082
Event Date & Time: October 13 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Do you have a strategy to ensure you won’t outlive your retirement income? Join your host, Don Sullivan, for a complimentary meal and special presentation at Aqua Grill while we discuss important topics for those in or nearing retirement in the next 5 to 10 years.
What we’ll cover:
- How to navigate your retirement income outlook.
- Strategies to address common retirement income challenges.
- Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
- Strategies to help grow your assets and protect your portfolio against stock market volatility.
- Developing a customized retirement income plan for you and your family.
- Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
- Understanding potential risks in 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 workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and 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 workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan.
Meet Your Host
Donald Sullivan, MBA | Chief Investment Officer at D.S. Drelich & Associates
Don is a graduate of Southwestern Oklahoma State University. He was an agent for 23 years with Edward Jones, maintaining his own investment office. Don is an accomplished and recognized high-level Financial Advisor, earning numerous industry awards, including the prestigious Managing Partner award.
Currently, he is the Chief Investment Officer for D.S Drelich & Associates, an independent financial services firm, specializing in estate and financial management for individuals, families, and corporate entities. Located in the Liberty Center building in Jacksonville, Florida for over 25 years; today clients can be found not only in Northeast Florida but throughout the United States.
Don Sullivan is also a licensed and ordained minister and has worked with many 501(c)(3) organizations. Don and his wife, Peggy, reside in St. Augustine, Florida and enjoy short-term missions and humanitarian trips to Central and South America. They have two adult children and five grandchildren.
© 2022 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/taxes/tax-law/603037/tax-changes-and-key-amounts
³ https://www.ssa.gov/cola/
D.S. Drelich & Associates
7077 Bonneval Rd, Suite 390
Jacksonville, FL 32216
*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. 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.