Complimentary Dinner Event at The Columbia Restaurant in St. Augustine, FL
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes & Income in Retirement
We All Deserve A Retirement We Can Be Confident In
Do you have a plan to help 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, and market volatility. 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 potentially lower your taxes.
Event Details
The Columbia Restaurant
98 St. George Street, St. Augustine, FL 32084
Event Options:
– Tuesday, February 21 at 6:00 p.m.
– Thursday, February 23 at 6:00 p.m.
MENU
Enjoy a delicious three-course meal featuring:
1st Course: The Original “1905” Salad
2nd Course (select one):
Mahi-Mahi “Cayo Hueso” – Boneless fillet of fresh mahi-mahi marinated in citrus juices and grilled. Served with mojo-marinated onions, yellow rice, yuca and platanos.
Roast Pork “a la Cubana” – Generous slices of pork loin with a delicious garlic marinade. Served with black beans, white rice, yuca, and platanos.
Boliche “Criollo” – Roasted eye round of beef stuffed with chorizo and roasted in flavorful gravy. Served with black beans, white rice, and platanos.
Pollo Manchego – Boneless chicken breast breaded with Cuban breadcrumbs and grated manchego cheese, topped with citrus sauce, sun-dried tomatoes & fresh basil. Served with yellow rice.
3rd Course (select one): Flan or Key Lime Pie
Join us for a complimentary meal and special presentation at The Columbia Restaurant 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.*
- Steps 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.¹
- Planning for rising health care premiums that may cost the average retiree hundreds of thousands of dollars 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. 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 PRESENTER:
Cindy Collins
Executive Vice President | Stratton & Company
Cindy has more than 30 years of experience in the insurance and financial service industry. As Executive Vice President of S&Co., she enjoys working exclusively with retirees to help them realize their goals.
Mrs. Collins has given lectures and created retirement resources on a wide range of topics, including women and retirement, the importance of securing guaranteed income and annuities.
Her work has been featured in key publications including Forbes and Wall Street Journal’s MarketWatch.
© 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
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor or attorney or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
*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.