Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary meal and a special presentation at Mythos Euro Greek Kuzina in Joplin, MO. Register below!
Will you have enough income to fund your retirement? Join your host Frank S. Dunaway for a complimentary 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.
- Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
- Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
- Strategies to 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.
- And More!
Complete the form below and click the button to reserve your spot!
*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, July 25 or Thursday, July 27, 2017
5:45 p.m. to 8:00 p.m.
Mythos Euro Greek Kuzina
1306 S Range Line Rd, Joplin, MO 64801
Workshop Details
More than 80% of Americans are worried they won't have enough money for retirement* and over 78 million Baby Boomers are set to retire in the next decade. Most are woefully unprepared. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money.
At this exclusive event, you will learn about important topics and have the opportunity to get your questions answered while enjoying a gourmet dinner in a relaxed environment with others like yourself. No products are discussed or sold at Your Retirement Reality events. This event is 100% free and there is no-obligation by attending!
Who Should Attend?
Individuals or couples who are:
- Still working and want to pre-plan for retirement income.
- Anyone with concerns about aging and outliving their retirement savings.
- Confused with all of the information out there and want straightforward answers.
- Retired and looking for comfort knowing that they are making informed decisions.
This Complimentary 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 Frank S. Dunaway of Legacy Advisory Services for this complimentary presentation and gourmet meal. The economy has changed, the world has changed...get insight, new opinions and learn from others like yourself to help you achieve a successful, stress-free retirement!
Dates: Tuesday, July 25, 2017 or Thursday, July 27, 2017
Time: 5:45 p.m. to 8:00 p.m.
Venue: Mythos Euro Greek Kuzina located at 1306 S Range Line Rd, Joplin, MO 64801
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Frank S. Dunaway, Chartered Life Underwriter (CLU)
President of Legacy Advisory Services
Frank Dunaway is dedicated to helping retirees and pre-retirees maximize income, minimize taxes, and optimize wealth transfer.
"Our mission at Legacy Advisory Services," Frank says, "is to help our clients achieve the income goals that are most important to them by integrating all areas of retirement income planning, including insurance, and taxes. We assist them in gaining clarity in a world of increasing complexity by serving as our clients "Personal CFO."
A financial professional since 1975, Frank has almost four decades of experience guiding clients towards retirement income goals through the ups and downs of the economy. His credentials include a BA from the University of the South and the designation of Chartered Life Underwriter (CLU), which required advanced coursework in a broad range of financial subjects.
A gifted speaker, Frank often shares his knowledge of retirement income issues through public seminars for area residents and at many industry events. His dedication to helping others has led to a loyal, growing clientele.
Frank is a lifelong Southwest Missouri resident who raised three sons in Carthage after serving in the U.S. Army Airborne (1970-1974). He is active in the community through Grace Episcopal Church, Carthage Community Foundation, Endowment Committee for Fair Acres YMCA, and as a Paul Harris Fellow of Rotary. He also served on Missouri Southern’s Board of Regents for seven years.
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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.