Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Pappadeaux Seafood Kitchen in Dallas, TX. Register below!

Will you have enough income to fund your retirement? Join your host Mark Davis 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:

  • Making The Most of What You've Made: Navigating Your Retirement Income.
  • 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.
  • Longevity & inflation – how to avoid outliving your retirement savings dollars.
  • How to guarantee your retirement income.
  • Strategies for Long-Term Care planning that put you in control of your money.
  • Retirement income planning in today's economy.
  • Understanding potential risks in retirement and how to avoid them.
  • And More!

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

*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.


 Wednesday, December 6, 2017 6:00 p.m. to 7:30 p.m.

Pappadeaux Seafood Kitchen

18349 Dallas Pkwy, Dallas, TX 75287

This Complimentary Gourmet Meal & Presentation Will Show You:

Tip #1

Strategies to protect your savings in a down market.

Tip #2

How to create a retirement income stream you cannot outlive.

laptop showing charts

Tip #3

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

And Much More!

Please join your host Mark Davis of Davis Financial for this complimentary presentation and dinner. The Economy has Changed, the World has Changed...Get Insight and New Opinions!

Date: Wednesday, December 6, 2017

Time: 6:00 p.m. to 7:30 p.m.

Venue: Pappadeaux Seafood Kitchen located at 18349 Dallas Pkwy, Dallas, TX 75287

REGISTRATION CLOSES IN:

-
Days
-
Hours
-
Minutes
-
Seconds

FEATURED PRESENTER

Mark Davis, Founder

Davis Financial

Mark Davis was born in San Diego, CA and grew up in Southern CA. He attended Cal State Fullerton and San Diego State University. After college Mark was recruited as a territorial manager for a large industrial uniform company and relocated to Dallas, TX in 1979. He was in charge and worked the Southwest United States. After a decade of working in that industry, Mark entered the retirement services industry where he has spent twenty plus years helping hundreds of individuals sort through their retirement income planning needs. Mark works with a variety of CPA' s, Attorney's and mortgage professionals to assist his clients with their retirement needs and believes in the philosophy of "Never lose money". 

 Davis Financial’s goals for their clients include:

  • Showing clients concepts that many professionals aren't aware of;
  • Informed people may pay less taxes and can find better strategies than un-informed people; 
  • Asset Stability; 
  • Liquidity; 
  • Tax favored strategies; 
  • Stock market like returns with No Risk of Premium Loss; 
  • Proper estate planning to protect heirs and limit taxes; 
  • Probate avoidance; 
  • Protection from Medicaid spend down, nursing home expense and terminal illness; 
  • Properly structured insurance plans. 

Copyright © 2017 Your Retirement Reality | Privacy Policy

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.