No-Cost Event at Mimi’s Cafe in Torrance, CA
Maximizing Your Retirement Income & Surviving Market Volatility
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
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Choice of Steak or Salmon
Event Details
Mimi’s Cafe
25343 Crenshaw Blvd
Torrance, CA 90505
Event Options:
– Tuesday, June 4 at 06:30 p.m. – Thursday, June 6 at 06:30 p.m.
Seating is limited. A no-cost meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a no-cost meal and special presentation at Mimi’s Cafe while we discuss the following important topics for those in or nearing retirement:
- 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 help you reduce one of the biggest concerns of many 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.²
- 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 presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current retirement income plan.
Meet Your Host
Angelica Roxas, Strategic Asset Preservation, Inc.
Angelica is the Founder and President of Strategic Asset Preservation, Inc., South Bay Tax Solutions and a Cancer Foundation, Halo of Hope. Angelica shows a lot of her dedicated passion by being an active chairperson of Making Strides Against Breast Cancer Walk. She holds the NSSA – National Social Security Advisor professional designation. She is a financial advisor and fiduciary and holds the Certified Tax Advisor (CTA) designation.
She integrates all areas of financial planning which includes tax planning strategies, insurance and legacy planning, retirement planning and other financial leverage channels to help her clients achieve their financial goals.
She has held several securities and insurance licenses for over 18 years, and she specializes in working with various classes of individuals. She works with business owners, baby boomers, people who are retiring, retirees and those who want to protect their retirement savings and maintain their financial standards for very long seasons. She started a company in the financial services sector in 2002 and has remained a major player in the industry over the years. Angelica has taken Financial Planning courses at UCLA extension.
She has also served as an Honorary Co-Chairman of the Business Advisory Council. Her work purview had her participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc.
Angelica is passionate about delivering value to her clients. The combination of her wit, charisma and leadership style has seen her successfully oversee numerous Retirement Income Planning, Wealth Preservation, Legacy Planning and other financial planning projects with huge success. Her wealth of knowledge has continued to create the right strategies for pre-retirees, retirees and everyone who steps into her world.
© 2024 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.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
³ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
Advisory Services offered through Secure Investment Management, LLC an Investment Adviser. Strategic Asset Preservation, Inc. and Secure Investment Management, LLC are not affiliated.
*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.
Investing involves risk, including possible loss of principal.
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 a discussion of life insurance and annuities or a possible advisory relationship. 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.