Complimentary Dinner Event at Raintree Restaurant in St. Augustine, FL
Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Event Details
Raintree Restaurant
102 San Marco Ave
St. Augustine, FL 32084
Event Options:
– Raintree Restaurant on May 19 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
MENU
A three-course meal featuring a Mixed Green Salad, your choice of entrée between the Filet, Pan Seared Salmon and Organic Chicken Breast, followed by a dessert.
Do you have a plan to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Raintree Restaurant 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: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
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
Donald Sullivan,
Currently, he is the Chief Investment Officer for D.S Drelich & Associates, an independent financial services firm, specializing in estate and financial management for individuals, families, and corporate entities. Located in the Liberty Center building in Jacksonville, Florida for over 25 years; today clients can be found not only in Northeast Florida but throughout the United States. The firm utilizes a satellite office in St. Augustine, Florida by appointment only. D.S Drelich & Associates services and products include:
• Financial Planning
• 401k
• Corporate Life Insurance
• Asset Management
• Retirement Plans
• Advisory Accounts
• Brokerage Accounts
• Executive Comp Plans
• Insurance
• Annuities
Don Sullivan is also a licensed and ordained minister and has worked with many 501(c)(3) organizations. Don and his wife, Peggy, reside in St. Augustine, Florida and enjoy short-term missions and humanitarian trips to Central and South America. They have two adult children and five grandchildren.
© 2022 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7
D.S. Drelich & Associates
7077 Bonneval Rd, Suite 390
Jacksonville, FL 32216
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.