Complimentary Dinner Seminar at Villa Mannino in Bordentown, NJ

Maximizing Your Retirement Income & Surviving Market Volatility

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

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Bruschetta and caprese salad for appetizers. Caesar salad, penne vodka, penne broccoli and garlic. Chicken parmesan, eggplant rollatini or flounder francese.

Event Details

Villa Mannino
73 US-130
Bordentown, NJ 08620

Event Options:

– Tuesday, October 3rd at 6:30 p.m.

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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 Villa Mannino 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!

Days
Hours
Minutes
Seconds
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 complimentary retirement snapshot analysis for your current retirement income plan.

Meet Your Host

Jay Foley, President of MaxGuard Wealth
For more than 20 years, Jay Foley has been serving clients in the financial industry. As President of MaxGuard Wealth and a Wall Street veteran, Jay started his own firm so he could make a difference in people’s lives, informing them about the products that best suit their needs and committing to always working in their best interests.

Jay focuses on mitigating risk and helping provide guaranteed income for life for his clients. Jay feels a strong desire to be of service to his clients and wants his integrity to be visible in every aspect of what he does. Jay holds his Series 65 securities license as well as his life and health insurance licenses.

Jay’s dedicated, personalized service throughout the planning process makes him stand out from the competition. He always does the right thing, even when it’s not the easiest thing, and feels great pride when he can design innovative strategies for his clients that will give them confidence in their plans.
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© 2023 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.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

³ https://www.ssa.gov/cola/

MaxGuard Wealth and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under MaxGuard Wealth. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

*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.