Will you have enough income to fund your retirement? Join us for a special presentation covering important topics for recent retirees and those retiring in the next 5 to 10 years. You'll leave this event feeling confident that you have the information you need to help create a successful retirement income plan!
Dates: Tuesday, August 8, 2017 or Thursday, August 10, 2017 from 6:00 p.m. - 7:30 p.m.
Location: Paradise Valley Community College located at 18401 N 32nd St, Phoenix, AZ 85032
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. Social Security is one of the most valuable and least understood benefits available to retirees today. 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.
Your Retirement Reality provides retirement information, planning and addresses the following issues and topics:
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Ted Meyer, RFC®, President and Founder
Coventry Financial Group
Ted Meyer, principal at Coventry Financial Group, is an independent financial advisor. For more than a decade, he has devoted his professional career to helping individuals and their families realize their retirement and financial goals. Ted is a dedicated advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees and many others. His clients are located in the Phoenix area and across the United States. Ted holds his life and health insurance licenses and is a Registered Financial Consultant (RFC® ). He is a member of National Association of Insurance and Financial Advisors (NAIFA) and the Central Arizona Estate Planning Council (CAEPC).
A native of Chicago, Ted and his wife of 17 years, Stacey, have two children, Joseph and Ella. They currently reside in Scottsdale, Arizona, where he enjoys golfing, hiking and watching his children's sports teams.
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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
Advisory Services offered through Change Path, LLC an Investment Advisor. Coventry Financial Group and Change Path, LLC are not affiliated.
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.