This is an interactive workshop covering many different topics important to those over age 50. Income and health are two of the biggest concerns of most Americans set to retire or already retired and are the focus of this workshop. The workshop combines two empowering elements:

• Live instruction from knowledgeable professionals, videos and a take-home workbook presented in an engaging, easy to understand format.
• An opportunity to receive a customized retirement income plan that you can immediately put into action.

Join us for this special, complimentary workshop in Raleigh, NC on Tuesday, July 11 or Durham, NC on Saturday, July 15! (see locations below)

"Maximizing Your Retirement Income & Social Security Benefits"

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 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!

Topics Discussed:

• 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.
• How to take advantage of spousal benefits.
• Important changes in 2017 - New Social Security rules and how they affect your filing options.
• 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 that can help you reduce your taxes and get closer to a potentially tax-free retirement.
• Required Minimum Distributions (RMDs) from retirement plans.
• 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!

Raleigh, NC Event

Date: Tuesday, July 11, 2017 from 6:30 p.m. to 8:30 p.m.

Location: William Peace University, 15 East Peace St, Raleigh, NC 27604

Durham, NC Event

Date: Saturday, July 15, 2017 from 10:30 a.m. to 12:30 p.m.

Location: Durham East Regional Library, 211 Lick Creek Ln, Durham, NC 27703

Individuals or couples who are: 

• Still working and want to pre-plan for retirement income.
• Anyone with concerns about aging and potential needs for LTC.
• Confused with all of the information out there and want straightforward answers.
• Retired and looking for comfort knowing that they are making informed decisions.

REGISTRATION CLOSES IN:

Jeffrey Everson, President

Adult Financial Educational Services of NC

• National Association of Insurance and Financial Advisors (NAIFA) Member
• Past President of Local Chapter of National Association of Insurance and Financial Advisors (NAIFA)
• Million Dollar Round Table (MDRT) Member
• Registered Representative

Adult Financial Education Services of North Carolina is committed to helping adults learn about all of their options available and teach them to make more informed decisions about their money.

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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.