Complimentary Event in Wayne, NJ
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Maximize Your Retirement Income
1 Pike Dr, Wayne, NJ 07470
– Tuesday, November 14 at 6:30 p.m.
– Wednesday, November 15 at 6:30 p.m.
Seating is limited 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 an informative and interactive event at Wayne YMCA where we will discuss the following important topics:
- Understanding the options and impacts when it comes to choosing your Social Security benefits.
- How to maximize your Social Security benefits to meet your unique needs.
- Both sides of retirement healthcare planning, including today’s costs and options.
- Strategies to help simplify Medicare complexity and show the differences between plans.
- How to create predictable and efficient income streams you can’t outlive.
- Different types of accounts and the IRS impacts.
- New tax laws and what they mean to you.
- The impact of the SECURE ACT 2.0 and other legislative changes.
- Key tax considerations to keep in mind to help create a tax-efficient retirement.
- And MUCH more!
Do you have a strategy to maximize your retirement income and Social Security benefits?
Don’t miss this information-packed event!
This interactive event 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 plan that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Our mission is to inform about retirement planning by bringing the conversation from complex to comprehensible on confusing topics like, Medicare, Social Security, Distribution planning, Asset Preservation, Taxation & Estate Planning. So, we established an outlet by which we can educate folks on these matters before a costly mistake was made.
Our presentations are always engaging, honest, and delivering usable information and tools for participants.
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.