Complimentary Workshop at Rowlett Community Centre in Rowlett, TX

Maximizing Your Retirement Income & Surviving Market Volatility

Strategies To Maximize Your Retirement Income

Special Directions: The workshop will take place in Room D.

Event Details

Rowlett Community Centre
5300 Main St, Rowlett, TX 75088

Event Options:

– Rowlett Community Centre on April 5 at 7:00 p.m.

– Rowlett Community Centre on April 7 at 7:00 p.m.

Seating is limited. Nothing will be sold and 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 Rowlett Community Centre while we discuss the following 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.
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.
  • Critical 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.
  • 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: 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!

Days
Hours
Minutes
Seconds
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.

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.

Meet Your Host

John Lown | Founder, Lown Retirement Planning
John Lown has been helping clients prepare for and stabilize their retirement income for over 30 years. He earned Bachelor’s and Master’s degrees from Cambridge University and his Ph.D. from Vanderbilt University and has a background as an educator. John makes it his mission to help clients make informed decisions and is available to help inform them on even the most advanced financial topics. He develops retirement income distribution strategies so clients may feel confident about their finances and legacy to their families.

John’s education and professional experiences serve both his clients and the community very well. He is very active and volunteers with several organizations in his community.

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.