Complimentary Dinner Event at Bucci's J-Bella in Strongsville, OH

Maximizing Your Retirement Income & Surviving Market Volatility

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement​

Event Details

Bucci’s J-Bella
12201 Pearl Road
Strongsville, OH 44136

Event Option:

– Thursday, July 13 at 6:00 p.m.

 

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

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Side salad & bread, roasted Italian sausage with tri-colored peppers, chicken parmesan, pasta marinara, green beans almondine, raspberry sorbet.

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 Bucci’s J-Bella 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.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.
  • 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.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: 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!

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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.

Meet Your Host

Jon Parkhurst, President - Parkhurst Financial Services

President, Jon Parkhurst graduated cum laude with a B.S. in Business from Miami of Ohio University and spent seven years as a CPA at the Cleveland office of Ernst & Young, LLP before joining Parkhurst Financial Services in 2002. In 2005 Jon earned the prestigious CFP designation. Jon is part of the Select Adviser Group at SEI Private Trust Company. He meets annually with top SEI executives, portfolio managers, and economists to discuss where the firm and markets are headed. Jon also works with FP Transitions, a nationally acclaimed valuation and consulting firm, through an annual nationwide study, to benchmark how our firm is doing against some of the top firms in the country. Jon is responsible for conducting the firm’s due diligence of the fund families whose products we offer.   He also does market research on other investment firms and companies to make sure we are current and up to date in a constantly evolving industry.  He is currently a member of a national study group.  In his free time, Jon enjoys traveling and spending time with his wife, Becky and two teenage sons.

Thomas Windom, Parkhurst Financial Services
Thomas has been in the financial services industry since 2015, working in various companies’ insurance sales and retirement planning. He has his Series 7, Series 66, and Ohio Life and Health Insurance licenses and is working toward obtaining the CFP® certification. In addition, Thomas has a B.S. degree in Exercise Physiology from Kent State University and was a Strength and Conditioning Coach for the University of South Florida and Notre Dame College. Thomas works alongside Jon to service our existing clients and will help with our marketing efforts to bring new clients to the firm. In addition to these services, Thomas works with clients to develop customized financial and retirement plans. In his spare time, Thomas enjoys going to new restaurants with his wife, grilling, playing volleyball, working out, and playing with his two dogs.
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

*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.