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Complimentary Workshop at Morningside University in Sioux City, IA

Maximizing Your Retirement Income

Strategies to Preserve Your Income & Survive Market Volatility

Event Details

Morningside University
3627 Peters Ave., Sioux City, IA 51106

Event Options:

– Thursday, April 13 at 6:00 p.m.

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Join us for a special presentation at Morningside University while we discuss 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.¹
  • 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.¹
  • Planning for rising health care premiums that may cost the average retiree a substantial sum of money in retirement.³
  • 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. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

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Hours
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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.

Medical expenses represent

67% of all personal

bankruptcies in retirement.²

Sounds crazy, but it’s true. Think about it: A couple that turned 65 in 2020 can expect to pay $295,000 out-of-pocket on health care costs in retirement³. 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?

billing statement

FEATURED PRESENTER:

Michael Nash, CLU®, ChFC®, LUTCF
Financial Advisor & Founder of M.G. Nash Financial Solutions
Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter®? (CLU®?), Chartered Financial Consultant®? (ChFC®?) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.

Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.
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© 2023 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.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

³ https://money.usnews.com/money/retirement/aging/articles/preparing-for-medical-expenses-in-retirement

https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

https://www.ssa.gov/cola/

At the end of the workshop, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products.

Securities and advisory services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an investment advisor. M.G. Nash Financial Solutions, Inc. and CreativeOne Securities, LLC are not affiliated.
Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106

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.