Maximizing Your Retirement Income & Surviving Market Volatility
Strategies to Maximize Your Retirement Income
Complimentary Dinner Event at Metropolitan Grill in Springfield, MO
Brought to you by:
We All Deserve A Retirement We Can Be Confident In
Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Event Details
Metropolitan Grill
2931 E Battlefield Rd, Springfield,, MO 65804
Event Options:
– Thursday, October 20 at 6:00 p.m.
This is the last hosted event for the year!
Sign-up now to ensure you start 2023 off right!
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Enjoy a three-course meal featuring a starter Casa Salad, an entrée option of Grilled Steak Filet, Grilled Salmon, or Chicken Piccata finished with a mini dessert.
Join us for a complimentary meal and special presentation at Metropolitan Grill 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 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!
Exclusive Offer
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.
A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.
REGISTRATION CLOSES IN:
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?
FEATURED PRESENTERS:
Mike Gann
President | Advantage Retirement
Mike Gann is the founder and president of Advantage Retirement Services. He has been a licensed retirement professional in both Missouri and Arkansas since 2001, dedicating his time to retirement income strategies.
Mike has been a member of the National Association of Professional Advisors since 2004. He has also been a member of the Society of Certified Senior Advisors and an annual qualifier of the Advisors Million Dollar Roundtable since 2003.
Mike believes client relationships are much more than just handshakes and meetings. His goal and wish is to help enhance your retirement years.
Gracie Gann
Retirement Income Specialist
Gracie has come on as the 2nd generation at Advantage Retirement as a Retirement Income Specialist, pursuing her Registered Investment Advisor (RIA) certification. Gracie is eager to expand the range of financial services and strategies and progress the company as clients’ future retirement needs evolve.
Steve Helms
Independent Medicare Advisor & Missouri State Chief of Staff
Steve Helms, specializes in the Senior Medicare Market. As a Certified Specialist and independent advisor, Steve represents many different providers, thereby ensuring that you have a wide selection of companies to choose from and a plan that best fits your needs.
Steve is a veteran of the United States Army, who honorably served in the First Gulf War. He is also a Missouri State Chief of Staff for Senator Eric Burlson.
Medicare can be complicated, so don’t go it alone.
NPN:8987475, BUS2015-01476, #4973310, #147462565, LY8247V87SB
© 2022 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/
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.
*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.