Complimentary Dinner Event at NC State - McKimmon Center in Raleigh, NC

Retiring in the Recession

Strategies for Maximizing Your Retirement Income & Surviving Market Volatility

Special Directions: The McKimmon Center has ample parking available. When you arrive, the receptionist will provide you with the room number we will be meeting in. You will also be able to find the room via helpful signage, upon entering the building. Dinner will be available starting at 5:45 p.m.

Event Details

NC State – McKimmon Center
1101 Gorman St
Raleigh, NC 27606

Event Options:
– NC State – McKimmon Center on Nov. 29 or Dec. 1

from 6:00 p.m. to 8:00 p.m.

Menu:
 The Pit Authentic Barbecue will be catered.
Guests can enjoy Chopped BBQ BBQ Chicken, Cole Slaw, Mac & Cheese and Banana Pudding for dessert. 

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at NC State – McKimmon Center while we discuss the following important topics for those in or nearing retirement:

What we’ll cover:

  • What’s changing for taxes and Social Security in 2023².
  • 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 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 hundreds 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 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!

Days
Hours
Minutes
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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 retirement income plan.

Exclusive Offer

Every workshop attendee will receive a complimentary copy of “Can I Retire?”. It’s a leading book on how much money you need to retire and how to manage your retirement savings for long-term success.


Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

Meet Your Host

Fred Lowry, CRC®, BrightPath Retirement Solutions
A graduate of the University of North Carolina at Chapel Hill, Fred began is financial services career in 2011 with Asset Protectors and Advisors, a national insurance agency specializing in retirement planning solutions. In 2013, he was promoted to National Sales Director. There he ran a team that supported over two thousand financial advisors across the country. He trained financial advisors through classes, conferences, and webinars on every aspect of retirement planning.

In 2018, Fred accepted a position as Director of Sales with Prosperity Software Solutions. There he built financial tools to help consumers understand complicated financial concepts, built modules for online training, and helped to develop a relationship management system adopted by a billion dollar company. In 2019, he accepted a position at BrightPath Retirement Solutions.

Fred and his wife, son, and daughter currently reside in Raleigh. He enjoys working out, playing board games with friends, and spending time with family.

Featured Presenter

Brian DeBruin, CRC®, BrightPath Retirement Solutions

A graduate of North Carolina State University, Brian began his financial services career in 1996 with LTC Global, a national insurance agency specializing in long-term care solutions. Seeking to expand his practice, he acquired his securities license and began a role as a regional manager within a Guardian insurance agency in 2003. He spent the next decade at Guardian, furthering his knowledge and developing the skills necessary to assist individuals with the pursuit of their financial goals.

 

In 2014, Brian started a position with Asset Protectors and Advisors as a retirement planning specialist and became a top performer before accepting an offer from BrightPath Retirement Solutions in 2019. An adjunct professor at Wake Tech Community College, his commitment to financial education remains a key component of his career as he strives to help others design a secure retirement.

 

Brian and his wife Ashley have two daughters, Tyler and Emerson, and currently reside in Holly Springs. He enjoys golf, tennis, fishing, reading, spending time with his family, and is active in his church.

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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/

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through TPC Wealth Management LLC, a Registered Investment Advisor. BrightPath Retirement Solutions and TPC Wealth Management are affiliated entities.

*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.