Timely Event at Holmes Community College – McGowen Workforce Center in Ridgeland, MS

Retirement is Within Reach

Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently

*This event is not sponsored by or affiliated with Holmes Community College.

Event Details

Holmes Community College – McGowen Workforce Center
412 West Ridgeland AveRidgeland, MS 39157

Event Options:
– Tuesday, June 17 at 6:30 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 Holmes Community College – McGowen Workforce Center 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.
  • 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.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
  • Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.
  • Why you need a strategy in place today to help pay for the cost of long-term care in the future, as Medicare typically does not cover long-term care expenses. 
  • 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: 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!

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Hours
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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.

Medical expenses represent

67% of all personal

bankruptcies in retirement¹.

Sounds crazy, but it’s true. Think about it: A typical 65-year-old retired couple in 2023 faces an estimated $315,000 in subsequent healthcare costs. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?

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Meet Your Host

Nathaniel Wheeler, Investment Counsel | ASB Financial Services
Nathaniel joined ASB Financial in February 2024 to support its expanding client base. As an Investment Counsel, he brings a strong foundation in financial services. He graduated with honors from both high school and Hinds Community College, earning an Associate’s degree in Business. Nathaniel’s background entering into this industry is unorthodox. He previously worked for a blue-collar family-owned business and was also a roughneck in the oilfield. His forthright speech and caring personality are what lead him into becoming a member of the ASB team. Here, he serves both clients and the ASB team with dedication and enthusiasm.

Outside of the office, Nathaniel enjoys a variety of diverse activities. He is an active church usher, an arborist, a business owner, and an avid outdoorsman. He has traveled across the United States, the Netherlands, the United Kingdom, and Tanzania; he plans to add some more countries to the list.

¹ https://www.retireguide.com/retirement-planning/risks/medical-bankruptcy-statistics/

Investment advisory services offered through CreativeOne Wealth, LLC an Investment Advisor. American Seniors Benefits, Inc., CreativeOne Wealth, LLC and Your Retirement Reality are not affiliated.

*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.