Bowie, MD Retirement Dinner

Changes to tax laws and Social Security in 2019 that may affect your retirement income.
How to navigate your retirement income outlook.
Planning techniques & strategies for claiming your Social Security benefits.
Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
Strategies to help grow your assets and protect your portfolio against stock market volatility.
Developing a customized retirement income plan for you and your family.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
And much more!

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Gwendolyn Solomon is the founder and President of Equity Financial Services Group, a life/health agency that services the Washington, DC metropolitan area. Gwen is an accomplished insurance professional with over 16 years of experience in the life and health field. Gwen’s effectiveness has given her the title of “Family Dream Keeper,” because she knows what guidance to give clients based off of where they are financially. Her skills have helped numbers business/client families produce favorable and long-lasting retirement income results.

Gwen is dedicated to being more than an insurance professional; her opinions are highly valued and clients respect her judgment. During her ten-year tenure as a Medical Claims Analyst at CareFirst, Gwen has successfully gained knowledge that keeps her abreast of the everchanging laws of the insurance industry.

Gwen earned a Bachelor of Science in Mortuary Science from Wayne State University. Before becoming a full-time life and health insurance broker, funeral services is where she got a birds-eye view of the cost of burial as well as the importance of preparing in advance and maintaining a successful retirement income portfolio. Her goal is to help families be able to leave a legacy for their loves ones in addition to paying for their final expenses.

Mrs. Solomon is proud to work with and receive support from some of the best insurance companies in the industry such as Nationwide, Aetna, United Health Care, CareFirst, MassMutual, Athene, North America, Transamerica, American General, Kaiser, Mutual of Omaha, etc. She is licensed in eleven states, including Michigan, where she was born and raised.

Outside the office, Gwen dedicates numerous weekends at Washington, D.C., Samaritan Inns helping high school students acquire community service hours. Gwen enjoys organizing the fellowship dinners that are tremendously successful. Gwen relishes volunteering because it counteracts the effects of a hectic work schedule and interacting with those less fortunate provides a sense of purpose that keeps her grounded and happy.

*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

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

State License Number: 1881128

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. 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 Grace's Steak & Seafood Restaurant in Bowie, MD. Register below!

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