Maximizing Your Retirement Income
Will you have enough income to fund your retirement? Join your host Todd Gregory for a complimentary meal while we discuss the following topics:
- Most of What You've Made: Navigating Your Retirement Income.
- Planning techniques to get the most out of your Social Security benefits.
- Strategies that can help you get closer to a potentially tax free retirement.
- Potentially growing your assets while avoiding market volatility.
- Longevity & Inflation – how to avoid outliving your retirement savings dollars.
- Strategies for long-term care planning.
- What happens to your 401k, TSP, 403b and other accounts when taxes rise?
- Retirement income planning in today's economy.
- Understanding potential risks in retirement.
- And more!
Join us for a complimentary meal and a special presentation in Springfield, MO.
*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.
Lunch Event
Wednesday, June 7, 2017 from 12:00 p.m. - 1:00 p.m.
BancorpSouth 3345 S Campbell Ave, Springfield, MO 65807
Dinner Event
Thursday, June 8, 2017 from 6:00 p.m. - 7:00 p.m.
Highland Springs Golf Course 5400 South Highland Springs Boulevard, Springfield, MO 65809
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 that you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your hosts Todd Gregory of Gregory Financial & Croley Insurance for this complimentary presentation and meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Lunch Event: Wednesday, June 7 from 12:00 p.m. to 1:00 p.m.
Lunch Venue: BancorpSouth Branch located at 3345 S Campbell Ave, Springfield, MO 65807
Dinner Event: Thursday, June 8 from 6:00 p.m to 7:00 p.m.
Dinner Venue: Highland Springs Golf Course located at 5400 South Highland Springs Boulevard, Springfield, MO 65809
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Todd Gregory, Founder & President
Gregory Financial
With over 23 years of industry experience, I believe the evolution of business and technology has afforded the average investor with opportunities typically reserved for the wealthy. Partnering with Croley Insurance further broadens those opportunities needed to bridge the gaps identified with our clients.
Todd is a graduate of the University of Nebraska with a Bachelor’s Degree. He is dedicated to furnishing a full range of services and products with historical performance records. Todd’s firm aims to achieve a positive return on investments, with a strong consideration of ever-changing market conditions, by taking advantage of innovative technology and investment strategies.
Todd seeks to help meet the needs of individuals, retirees, and those seeking retirement solutions. His concentrated areas of practice include: creating, protecting, growing, and preserving his client’s life savings. Next, Todd focuses on distributing those life savings in the most tax advantageous manner while living and at death. Todd feels that education is paramount for the investors to feel comfortable with their decisions. Having his clients understand the what’s and why’s of finances creates a solid long term client partnership.
During his career in the financial service industry, Todd has made a commitment to hard work. Through continued hard work and referrals from satisfied clients and other professionals, Gregory Financial was created to serve an expanding area. Expertise, along with his personal dedication and integrity, has earned Todd recognition from his peers. He has conducted many seminars for the general public and educational facilities on financial planning and effective money management.
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Investment Advisory Services offered though D.H. Hill Advisors, Inc. Member FINRA & SIPC 1543 Green Oak Place Suite 100, Kingwood, TX 77339 www.dhhill.com. D.H. Hill Advisors, Inc. is not affiliated with Gregory Financial. Investment products and services available only to residents of: MO, AZ, IL, IA & FL. This communication is strictly intended for individuals residing in the states of Missouri, Arizona, Illinois, Iowa & Florida. No offers may be made or accepted from any resident outside the specific states referenced.
Licensed Insurance Professional. This event is strictly informational, nothing will be sold or offered. 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.