• How to navigate your retirement income outlook and determine if you will be able to retire on schedule.
• Learn strategies to generate retirement income for life.
• Claiming strategies and planning techniques to help you maximize your Social Security benefits.
• Strategies that can help you reduce your taxes in retirement to help you keep more of your hard-earned money.
• Strategies to help grow your assets and protect your portfolio against stock market volatility.
• 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.
• How to create a successful retirement income plan to avoid potential surprises in retirement.
• And More!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. This is a free, no-obligation event. It is strictly informational and no products will be solicited or sold. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.

And Much More!

Please join your host Michael Alimo of USA Financial & Tax Services, LLC for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!

Dates: Tuesday, September 26, 2017

Time: 6:30 p.m. to 8:30 p.m.

Venue: The Society Room of Hartford located at 31 Pratt St, Hartford, CT 06103

Michael Alimo, ChFEBC, RIA

Beginning 30 years ago working for many Wall Street brokerage houses, veteran financial advisor, Michael Alimo’s last 15 years have been devoted to serving clientele around CT and New England at his USA Financial & Tax Services, LLC. With a focus on retirement planning and risk management; comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; estate tax planning; education funding. In gratitude for many years of business and support from customers around the state, Michael remains committed to giving back to the community via informational presentations and educational workshops. He has hosted many seminars, speaking to groups about a broad array of financial, investment and retirement topics.  

Michael has the following certifications & designations: Chartered Federal Employee Benefits Consultant & Registered Investment Advisor.

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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx 

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.