Complimentary Workshop at Lee County Library in Tupelo, MS

Maximizing Your Retirement Income & Surviving Market Volatility

Strategies To Maximize Your Retirement Income

Event Details

Lee County Library
219 N. Madison St.Tupelo, MS 38804

Event Options:

– Tuesday, October 4 at 6:00 p.m.

– Wednesday, October 5 at 6:00 p.m.

Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Lee County Library 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.*
  • Critical 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 hundreds of thousands of dollars in retirement.
  • 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: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
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 plan.

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.

Meet Your Host

Neal Avery
Founder | Ability Management Group
A 20-plus year veteran of the industry, Neal Avery, Founder, Ability Management Group, true passion lies in being the go-to resource for financial literacy for his clients. Whether it’s life insurance, retirement income planning, business funding or motivational coaching, Neal welcomes the opportunity to start the conversation to better one’s financial future.

Neal prides himself on continuing education so he can better serve his clients, and is a 21-year qualifier for leadership council and is a current member of the Million Dollar Roundtable (MDRT). He is licensed in life and health insurance, and is a graduate of the Jim Ingram Leadership School of Business and the University of Mississippi.

© 2022 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/

*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.