Chesapeake City, MD Retirement Dinner

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 & claiming strategies 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 help grow your assets and protect your portfolio against stock market volatility.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
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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Patrick Ginefra | Founder

As the founder of MyLifeBroker, Pat is recognized as a leading financial educator throughout the state of Delaware. For over 20 years he has worked with both federal and private-sector employers to provide retirement planning guidance. Pat and his staff have developed a specialty in working with retirees and those about to retire who want to protect their principal balance, ensuring a worry-free retirement income (knowing their money will last and that they won’t outlive it). Estate Planning is also one of his strengths. He has shown hundreds of retirees how to build a bridge to confidently guide their assets to their loved ones, avoiding Probate Court, nursing home spend-downs, and unnecessary taxes. All companies promise individual attention and unbiased guidance; Pat delivers on these and offers guidance from an independent position with access to all major companies. Pat and his wife Beth have been married for 35 years and live in Wilmington, Delaware, with their two sons Marco and Jesse, both employed in the family practice. The Ginefra family is active in their spare time, raising awareness about organ donation with the Gift of Life Foundation in the Greater Philadelphia area.

*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

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity 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 Chesapeake Inn in Chesapeake City, MD. Register below!

This Complimentary, Gourmet Meal & Presentation Will Show You:

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