Port St. Lucie, FL Retirement Dinner

How to make the most of what you've made and navigate your retirement income outlook.
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.
How to create guaranteed income in retirement.
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!

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The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie, Stuart and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, methods and planning. As Investment Advisors, The Terrio Group has a fiduciary duty to act in the best interests of their clients at all times. Michael Terrio is the founder and President of The Terrio Group. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. Michael has been quoted in the Wall Street Journal, Fox Business, Daily Finance and other financial publications - and is a radio show host for his “Eight Elements of Financial Control.” Michael is actively involved with the Treasure Coast Boys and Girls Club, Castle and the Martin County Arts Council. He enjoys spending time with his wife, Kaycee and is actively involved in Jiu Jitsu and soccer with their two sons. Michael Terrio has been featured on The Wall Street Journal, Fox Business and Daily Finance.

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

Advisory services offered through M. Terrio Investments, a Registered Investment Advisor in the State of Florida. The information given at this event is based on current understanding of federal tax laws as they relate to life insurance annuities, IRAs or other matters and are subject to future changes. Specific situations will not be discussed. Seats are limited at this event. If an attorney, CPA or Financial professional attends, there could be an educational fee charged.

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.

Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at St. Lucie Trail Golf Club in Port St. Lucie, FL. Register below!

Will you have enough income to fund your retirement? Join your host Mike Terrio 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:

Complete the form below and click the button to reserve your spot!

This Complimentary Gourmet Meal & Presentation Will Show You:

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