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How to make the most of what you've made and navigate your retirement income outlook.
How the new SECURE Act 2.0, the biggest change to retirement plans in decades, may impact you³.
How to reduce the impact that market volatility and rising inflation may have on your retirement income.
Strategies to help preserve your assets, create guaranteed income and avoid outliving your savings.
Planning techniques & claiming strategies to get the most out of your Social Security benefits.
Strategies that can help you reduce your taxes and potentially create tax-free retirement income.
Understanding potential risks and common mistakes and how you may be able to avoid them.
How to take control of your retirement and feel empowered in this difficult economy.
How to avoid probate and help preserve your assets to create a lasting legacy for your loved ones.
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format on new and up-to-date strategies.
Actionable Next Steps
Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy based on your goals.
Two of the most common concerns people have about retirement are replacing their current income and running out of money. You may feel confident in how much money you’ve saved for retirement, but the job doesn’t stop there. Without a proper plan in place, market volatility, inflation, healthcare expenses, taxes and more can eat away at your retirement savings and leave you vulnerable to outliving your income.
This is a fun and informative workshop covering many different topics important to those aged 55 and older. With the changing tax rules² and financial landscape, coupled with international uncertainty, it’s imperative that you understand the potential impact of these variables on your retirement income³. Proper planning can help you maximize the amount of income you receive throughout retirement and avoid any unexpected surprises!
Preparing for retirement has never been more challenging than it is today. By attending this enlightening workshop, you’ll walk away with a better understanding of how to preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes by creating a comprehensive retirement plan based on your needs and desired lifestyle. Don’t miss out on this important information and the chance to learn how to be better prepared for life’s biggest journey!
Campaign-Venue
Campaign-Address1Campaign-Address2
Campaign-City, Campaign-State Campaign-Zipcode
Event Options:
EventDate
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited.
Seating is limited. Sign up today to guarantee your seats. Open to the general public. No charge to attend!
Our workshops are meant for anyone who has recently entered retirement or is nearing retirement anytime in the next 1 to 10 years. Anyone who wants to make sure they have covered all their bases and have the knowledge they need to create a comprehensive retirement income plan that they can be confident in will want to attend this workshop.
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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.usbank.com/retirement-planning/financial-perspectives/saving-for-retirement-secure-act.html
https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7
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.