Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Firebirds Wood Fired Grill in Chadds Ford, PA. Register below!

Will you have enough income to fund your retirement? Join your host, William Curry, 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: 

  • How the NEW 2018 Tax Reform Plan may affect you and your retirement income.  
  • How to make the most of what you've made and navigate your retirement income outlook.  
  • Claiming strategies & planning techniques to get the most out of your Social Security benefits.  
  • Developing a customized retirement income plan for you and your family.  
  • Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.  
  • Strategies to help grow your assets and protect your portfolio against stock market volatility.  
  • Longevity & inflation – how to potentially avoid outliving your retirement savings dollars. 
  • Financial vehicles that may provide a guaranteed stream income in retirement while minimizing tax exposure.  
  • Strategies for Long-Term Care & Medicare planning. RMDs & retirement income planning in today's economy.
  • Understanding the biggest potential risks in retirement and how to avoid them.  
  • And much more!

Seating is limited. Click the button below to reserve your spot!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Tuesday, August 28, 2018 or Wednesday, August 29, 2018

6:00 p.m. to 8:00 p.m.

Firebirds Wood Fired Grill 91 Wilmington West Chester Pike, Chadds Ford, PA 19317

This Complimentary Gourmet Meal & Presentation Will Show You:

Tip #1

How to maximize your Social Security income & take advantage of spousal benefits.  

 

Tip #2

How to create a retirement income stream you cannot outlive.

laptop showing charts

Tip #3

Strategies that may boost your retirement income and potentially reduce your taxes.

And Much More!

Please join your host, William Curry of Wealth Wisdom Group, for this complimentary presentation and gourmet meal. The economy has changed, the world has changed...get Insight and new opinions!

Dates: Tuesday, August 28, 2018 or Wednesday, August 29, 2018

Time: 6:00 p.m. to 8:00 p.m.

Venue: Firebirds Wood Fired Grill located at 91 Wilmington West Chester Pike, Chadds Ford, PA 19317

Menu: Filet Mignon, Chicken, Salmon

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FEATURED PRESENTER

William L. Curry, JD, CLU, ChFC, RFC, AEP

As a financial consultant and attorney, William Curry is a multi-faceted professional capable of helping people with virtually all their financial neecls. "My mission” he says, "is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, ensuring that their Golden Years are just that - truly golden." Bill, a financial professional since 1969, has over four decades of experience guiding clients through the vagaries of the economy. His credentials include a BA in Economics, MBA and JD (Juris Doctor) from Widener University. He's also earned four certifications - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP) - which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial issues. Bill's professionalism has brought him numerous industry honors, including membership in the Million Dollar Round Table's Top of the Table and lnternational Forum, placing him among the top one percent of insurance professionals worldwide. An even greater tribute to him, though, is his loyal clientele, which continues to grow, thanks to clients' recommendations. Bill and his wife, Jennifer, have two children and three grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He serves his community as Chairman of the Board of Rodney Street Tennis & Tuto&ing, helping at-risk children.

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

William L. Curry is a registered representative with and securities are offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Advisory services offered through BFC Planning, Inc. Wealth Wisdom Group, Inc., BFCFS and BFC Planning Inc. are independent entities.

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.