Maximizing Your Retirement Income Strategies

Who says retirement has to be stressful?

Retirement is a time to be enjoyed, but it can be a stressful event if you are not properly prepared! Attend one of our informational seminars to learn strategies that can help you maximize your retirement income and take the stress out of retiring!

Maximizing Your Retirement Income Strategies

Who says retirement has to be stressful?

Retirement is a time to be enjoyed, but it can be a stressful event if you are not properly prepared! Attend one of our informational seminars to learn strategies that can help you maximize your retirement income and take the stress out of retiring!

Wednesday, December 6, 2017 at 12:00 p.m. or Thursday, December 7, 2017 at 6:30 p.m 

California Preparatory College 1020 E Washington St, Colton, CA 92324 

Refreshments and snacks will be provided. Seating is limited, so sign up today to save your spot! There is no charge to attend this event!

How would you feel about potentially leaving thousands of hard-earned retirement dollars on the table?

Not good, right? Retirement can be a stressful event if you are not properly prepared. It's important be able to answer questions such as..

Where will my money come from? Will I have enough income to fund my retirement and maintain a comfortable lifestyle? Do I have a strategy to combat inflation and taxes? Will my hard-earned savings last throughout my entire retirement?

These are important questions to have answers to and pre-planning is crucial to setting yourself up for success. More than 80% of Americans are worried they won't have enough money for retirement and over 78 million Baby Boomers are set to retire in the next decade*.

You've done a great job accumulating assets throughout your career, but how do you handle the distribution phase as you approach retirement? Many strategies that worked in the past are no longer effective as the rules and economy keep changing. The decisions you make today about when, where and how you will receive your income in retirement are more important than ever. Advanced income planning will help ensure you have a stable, predictable source of income and help you avoid any surprises or unexpected expenses.  

It's important to know all of the strategies that are made available to you so you can make informed decisions and maximize your retirement income. Failing to implement the right strategies could potentially leave tens of thousands of dollars on the table. Fortunately, becoming informed and properly planning can prevent this from happening.

Join us at California Preparatory College to learn about these important strategies and topics for those who have recently entered retirement or are retiring in the next 5 to 10 years!

  • Making The Most of What You've Made: Navigating Your Retirement Income.
  • Financial vehicles that can provide guaranteed income in retirement while minimizing tax exposure.
  • Planning techniques to get the most out of your Social Security benefits.
  • Strategies to help grow your assets and protect your portfolio against stock market volatility.
  • Longevity & inflation – how to avoid outliving your retirement savings dollars.
  • Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
  • RMDs & how they directly affect your taxable income. 
  • Retirement income planning in today's economy.
  • Understanding potential risks in retirement and how to avoid them.
  • How to reduce income and estate taxes on your IRA and 401(k).
  • And more!

Seating is limited. Register today to guarantee your spot!

REGISTRATION CLOSES IN:

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FEATURED PRESENTERS

Melody A. Juge, Investment Advisor Representative MarketWatch/WSJ Contributor

Melody is founder and senior partner of Life Income Management™, a fee based financial services investment group specializing in the planning and management of retirement income. Her accomplishments as an industry leader include being counted as a contributing writer for MarketWatch.  

Melody has been quoted in; Time Magazine, FOX Business, Barron's, The Wall Street Journal, Forbes, Retirement News Today, CNBC, New York Post, U.S. News and World Report, MSN Money, Next Avenue PBS, Newsmax, Insurance News Network, NAFIA SmartBrief, Now It Counts, Bankrate, Daily Finance, Chicago Tribune and Financial Advisors Magazine. CA License: 2335917

Samuel Young, West Coast Regional Director

Sam is west coast regional director of Life Income Management™. With an MBA in finance and BS in theoretical computer science Sam is able to easily execute an analytical but simplified ‐ client friendly, proprietary Life Income Management™ approach, to the complicated subject of; a well-planned financial life.

The Life Income Management™ planning process is both detailed and easy to understand. The process includes; thorough assessment of retirement lifestyle issues, evaluation of specific retirement income requirements, adherence to the retirement-risk tolerance selection, the use of age-specific planning techniques and the consideration of the suitability of various investment strategies prior to implementation. CA License: 0I94975

DON'T MISS THIS EXCLUSIVE WORKSHOP!

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

Brokers International Financial Services, LLC does not provide tax or legal advice. For specific professional assistance, the services of the appropriate professional should be sought. Investment Advisory Services are offered through Brokers International Financial Services, LLC Member SIPC. Brokers International Financial Services, LLC and Life Income ManagementTM are not affiliated companies. As a private event, we reserve the right to withdraw this invitation at anytime at our discretion. There is no obligation and no products will be offered. This program is offered to the retirement planning community for the purposes of improved financial literacy. Not associated with or by the Social Security Administration or any other government agency. California License: 0I94975 and 0619145

By providing your information, you give consent to be contacted about the possible sale of an insurance 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.