Maximizing Your Retirement Income
Will you have enough income to fund your retirement? Join your host Mark Whitaker for a complimentary gourmet meal while we discuss the following topics:
- Making The 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 three-course meal and a special presentation at Rocky River Grille in Concord, NC.
*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.
Tuesday, May 30 or Thursday, June 1
6:30 p.m. to 8:30 p.m.
Rocky River Grille
5400 John Q. Hammons Dr NW, Concord, NC 28027
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 that you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Mark Whitaker of Financial Lighthouse for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Dates: Tuesday, May 30 or Thursday, June 1
Time: 6:30 p.m. - 8:30 p.m.
Venue: Rocky River Grille located at 5400 John Q. Hammons Dr NW, Concord, NC 28027
Menu: See below. A complimentary three-course meal will be served.
Dinner Menu
5/30 Menu:
*Choice of House Salad or Soup of the Day
*Choose One Entrée: Grilled romain salad w/ beef tips, Chicken Caesar Salad, Broiled Crab Cake Sandwich, Old Timer Race Burger, Mediterranean Burger, Grilled Salmon BLT
*Chef's Desert
6/1 Menu:
*Choice of Caesar Salad or Soup of the Day
*Choose One Entrée: Petite Filet (5oz) w/ selected starch and vegetable, Chicken Piccata w/ selected starch and vegetable, Horseradish Encrusted Salmon w/ selected starch and vegetable, Old Timer Burger w/ homemade chips
*Chef's Desert
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Mark Whitaker, MBA, CPA
Financial Lighthouse, LLC
Charlotte-native Mark Whitaker has committed his life to supporting the North and South Carolina communities. From tax management to lifelong investments, Mark prides himself in providing in-depth and dynamic knowledge to those at any life, business or financial level.
His established experience in the industry has been marked by a variety of successes at Price Waterhouse (2 years) and Phase III Corporation (2 years), after which he became an Independent Financial Consultant (1984). At present, Mark serves over 200 individuals and more than 100 businesses with their tax and retirement income needs; his clients span a wide spectrum of businesses, including professionals, land developers, fashion designers, social media consultants, police officers, realtors, network marketers, teachers, military, restaurants and more. Mark’s multitude of experiences has become the driving force behind the formation of Financial Lighthouse; the main focus moving forward is to provide approachable guidance and service to those in a position to make decisions for their own future as well as the futures of their loved ones. Whether you are looking to explore sensible common insurance options for yourself (to meet your responsibilities of having a young family) or more complex comprehensive legacy planning for your family-owned generational business, Financial Lighthouse is ready to enlighten you (in a non-threatening way via our online tools) to the options you have and the process you go through to make good long-term decisions.
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.