Complimentary Lunch Event at Wilson Creek Winery in Temecula, CA
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Wilson Creek Winery
35960 Rancho California Rd
Temecula, CA 92591
– Wilson Creek Winery on August 15 at 12:00 p.m.
– Wilson Creek Winery on August 15 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend.
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 Wilson Creek Winery 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!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
This presentation combines two empowering elements:
Live instruction from knowledgeable financial 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 Hosts
Michael Brown, CFP® | President & Founder
Michael D. Brown, CFP® and lifetime MDRT member, has been in the financial services industry for over 30 years. In the course of that time, he has come to realize that you can’t measure meaningful success in terms of occupation or income level. For him, its true measure lays in the number of people he serves.
CA Ins. License # 0614715
Casey Brown-Deel | Junior Partner & Financial Representative
Casey Brown-Deel graduated from California State Polytechnic University, Pomona with a Bachelors Degree in Communication Studies. She had the privilege of witnessing first hand the building of a very successful Financial Planning Firm, and has gained a considerable amount of knowledge about how to help people plan and achieve their financial goals. Casey has the ability to help people recognize their needs and prioritize accordingly. Casey’s Credentials include: *BA in Communication Studies, Cal Poly 2005 *CTEC Registered Tax Return Preparer *California Department of Insurance Life & Health License *Series 6 Securities License.
Casey lives in Temecula, California with her husband, Jerry, and their two daughters, Samantha and Lucy. Her hobbies include horses, reading, living healthy and traveling.
CA Ins. License # 0I23254
*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. We are not affiliated with any government agency. 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.