Complimentary & Timely Event in Sharon, MA
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Event Details
Sharon Public Library
11 N Main St, Sharon, MA 02067
Date & Time:
– Wednesday, May 29 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Event Details
Sharon Public Library
11 N Main St, Sharon, MA 02067
Date & Time:
– Wednesday, May 29 at 6:00 p.m.
Seating is limited. There is no charge to attend!
- 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 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.
- 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 tens of thousands of dollars in retirement.²
- 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 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 complimentary retirement snapshot analysis for your current strategy.
Meet Your Host
Ed Botelho, Financial Planner & Founder of Wealth Max Financial Group
Throughout his career, Ed has demonstrated an exceptional ability to navigate the complex landscape of personal finance, helping his clients make informed decisions and optimize their financial strategies. His comprehensive approach combines a deep understanding of investment planning, retirement income planning, legacy planning, and risk management, enabling him to help deliver tailored strategies that align with his clients’ unique needs and aspirations.
As the founder of WealthMax Financial Group, Ed has built a team of experienced professionals who share his passion for helping individuals and families achieve their financial and retirement goals. Under his visionary leadership and coaching experience, the firm has established itself as a go-to resource for comprehensive financial planning, offering a wide range of services designed to maximize wealth accumulation, preserve assets, and minimize tax liabilities.
Ed Botelho is a graduate of Johnson & Wales University. In addition to his professional commitments, Ed actively participates in industry conferences and seminars, keeping abreast of the latest trends and strategies in the ever-evolving financial landscape.
In his free time, Ed Botelho enjoys traveling, staying active through fitness training and playing and coaching hockey. With his extensive knowledge, unwavering dedication, and proven track record of success, Ed Botelho is a financial planner who consistently works to exceed expectations and empower his clients to achieve their financial and retirement goals.
© 2024 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.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings.aspx#:~:text=Most%20U.S.%20retirees%20will%20likely,in%20retirement%20with%20no%20savings.
*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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.