Maximizing Your Retirement Income
Will you have enough income to fund your retirement? Join your host Steve Caruso for a complimentary gourmet meal while we discuss the following topics:
- Most of What You've Made: Navigating Your Retirement Income.
- Planning techniques to get the most out of your Social Security benefits.
- Strategies that can help you get closer to a potentially tax free retirement.
- Potentially growing your assets while avoiding market volatility.
- Longevity & Inflation – how to avoid outliving your retirement savings dollars.
- Strategies for long-term care planning.
- Retirement income planning in today's economy.
- Understanding potential risks in retirement.
- And More!
Join us for a complimentary meal and a special presentation at La Palina in Brooklyn, NY.
*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
Thursday, June 15, 2017
5:15 p.m. to 6:45 p.m.
La Palina Restaurant
159 Avenue O, Brooklyn, NY 11204
This Complimentary Gourmet Meal & Presentation Will Show You:
Tip #1
Strategies to protect your savings in a down market.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Stephen Caruso of Belpointe Asset Management, LLC for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Date: Thursday, June 15, 2017
Time: 5:15 p.m. to 6:45 p.m.
Venue: La Palina located at 159 Avenue O, Brooklyn, NY 11204
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Stephen Caruso, Belpointe Asset Management
Stephen Caruso, JD, a Senior Wealth Advisor, comes to Belpointe with over 16 years of professional experience in the financial community. Stephen specializes in estate planning and retirement distribution strategies. He also has specialized knowledge in working with families of children with special needs and has presented at the United Nations and at the YAI international conference on the topic. Stephen’s approach starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
Areas of Focus: Retirement Planning Strategies; Retirement Income Strategies; Tax Planning Strategies; Retirement Plan Distribution; Investments; Social Security Retirement Benefits; and Estate Planning Strategies
Stephen is a graduate of Tulane University and Concord Law School. Stephen has passed his NASD Series 7, 63 and 65 examinations, He is also a licensed Life, Health and Annuities Producer.
Copyright © 2017 Your Retirement Reality | Privacy Policy
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.