Wilson Creek Winery Lunch

Changes to tax laws and Social Security in 2019 that may affect your retirement income.
How to make the most of what you've made and navigate your retirement income outlook.
Planning techniques to 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.
Developing a customized retirement income plan for you and your family.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
How to guarantee your retirement income.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
Understanding RMDs & retirement income planning in today's economy.
Understanding the potential risks in retirement and how to avoid them.
And More!

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Casey Brown Deel graduated from California State Polytechnic University, Pomona with a Bachelors Degree in Communication Studies. She had the privilege of witnessing first hand the building of a very successful Financial Planning Firm, and has gained a considerable amount of knowledge about how to help people plan and achieve their financial goals. Casey has the ability to help people recognize their needs and prioritize accordingly.Casey’s Credentials include: *BA in Communication Studies, Cal Poly 2005 *CTEC Registered Tax Return Preparer *California Department of Insurance Life & Health License *Series 6 Securities License Casey lives in Temecula, California with her husband, Jerry, and their two daughters, Samantha and Lucy. Her hobbies include horses, reading, living healthy and traveling.

Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Michael D Brown, Principal National and Principal Life Financial Representative, Principal SEcurities Registered Representative, Financial Advisor. MD Brown is not an affiliate of any company of the Principal Financial Group. t170918075c

Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. 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 wine tasting, lunch and special presentation at Wilson Creek Winery in Temecula, CA. Register below!

This Complimentary Lunch will show you:

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