Complimentary Event in Greater Carrollwood, FL
Maximizing Your Retirement Income & Surviving Market Volatility
An enlightening presentation for those in or nearing retirement looking to maximize their income and avoid outliving their savings. Join us to discover:
- Why today’s economic environment may be one of the most challenging times to retire.
- How to develop a plan for reliable retirement income, regardless of the whims of Washington.
- Strategies to help protect your assets from taxes, inflation and market volatility.
- How Social Security and healthcare factor into your overall retirement plan.
- And much more.
Event Details
Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
Dates & Times
– Wednesday, February 28 at 6:30 p.m.
– Tuesday, March 5 at 6:30 p.m.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Professional Insight
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will receive a retirement income planning and Social Security maximization guide.
Meet Your Host
Matthew Corman, CFP® | Founder of Corman Financial Planning
Matthew E Corman is a Certified Financial Planner® professional who specializes in providing clients with retirement planning and wealth management guidance. He focuses on providing straightforward yet customized retirement and investment strategies to guide clients through retirement. He is also a book author and has written articles for financial publications including Kiplinger.
As a Certified Financial Planner® professional, he abides by the Fiduciary standard of care, meaning he is required to put clients’ interests first. CFP® professionals must pass a rigorous examination, as well as experience, education, and ethics requirements. Matthew completed his certificate in Financial Planning through Boston University. He graduated from Elon University with a Major in Business Administration. In his free time, Matthew is a single-digit handicap golfer and considers it a great day on the links when he breaks 80! When he’s not working or golfing, he enjoys cheering on Boston sports teams, traveling, staying fit, enjoying the beach or pool, and trying new cuisines.
© 2024 Your Retirement Reality | Privacy Policy
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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.