Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary meal and a special presentation at Alfano's Restaurant in Clearwater, FL!
Will you have enough income to fund your retirement? Join your host Rob Wayland for a complimentary gourmet meal while we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:
- How to make the most of what you've made and navigate your retirement income outlook.
- Planning techniques to get the most out of your Social Security benefits.
- Learn strategies to generate retirement income for life.
- Strategies that can help you reduce your taxes in retirement and keep more of your hard-earned money.
- Strategies to grow your assets and lessen overall risk.
- How to combat longevity & inflation to avoid outliving your retirement savings dollars.
- Strategies for Long-Term Care planning that put you in control of your money.
- Understanding potential risks in retirement and how to avoid them.
- And More!
Seating is limited. Click the button below to reserve your spot!
Thursday, November 9, 2017
6:00 p.m. to 8:00 p.m.
Alfano's Restaurant
1702 Clearwater Largo Rd N, Clearwater, FL 33756
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 Rob Wayland of Wealth Advisory Group for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Dates: Thursday, November 9, 2017
Time: 6:00 p.m. to 8:00 p.m.
Venue: Alfano's Restaurant located at 1702 Clearwater Largo Rd N, Clearwater, FL 33756
Dinner Menu: See below.
Dinner Menu
Insalata: Alfano’s house salad with antipasto garnish & Chianti vinaigrette dressing.
Entrée Selection:
Penne Bolognese - Meat sauce with ground beef, Italian sausage and tomatoes over penne pasta
Canneloni Florentine - House made crepes filled with ground veal, spinach,& béchamel , sauced with marinara and Alfredo
Salmon Piccata - Fresh Atlantic salmon filet with lemon, butter, white wine and capers
Chicken Tetrazzini - Grilled chicken and crisp bacon over fettuccini Alfredo
Eggplant Parmesan - Fresh eggplant baked with provolone cheese served with pasta marinara.
Chicken Parmesan - Lightly breaded chicken breast baked with provolone cheese, sauced with Marinara.
Dolci: Spumoni Pie with Chocolate Sauce
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Rob Wayland, Vice President, CFP©
Wealth Advisory Group
Robert Wayland, CFP© brings over 15 years of experience in the financial services industry. He is a Certified Financial Planner licensee and a Retirement Distribution Specialist. He graduated with honors from the University of Florida in 1996 with a double major in Finance and Insurance.
Rob believes in consultative planning and assists his clients in all areas of financial planning to include investment, asset management, insurance, tax shelter planning, and overall estate planning. His experience working in the home office of Franklin Templeton, as a Financial Specialist at Wachovia Bank, and wholesaling Retirement Distribution Strategies gives him a solid background to bring best strategy practices to his clients. Rob's clients are primarily small business owners and physicians.
Rob has been in the Tampa Bay area for 35 years and is very active in the community. His recent committee positions include the membership community for the Skip Cline Young Leadership Society which supports the charitable foundation for the local hospital and served as the President of the Tampa Bay chapter of the Cystic Fibrosis Foundation for 2 years. He is currently active with the Cystic Fibrosis Foundation and Salvation Army volunteering his time. He also sits on the George Morris Earn as You Learn Foundation supporting Morton Plan nursing school. Rob also serves on the Belleair Community Foundation where he resides with his wife Holly, daughter Allie, and most recent addition son Austin.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Advisory Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advice.
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.