Davidson, NC Taxes & Retirement Workshop

The importance of a trust and tax planning for retirement income.
Why estate planning is an essential component of preserving your retirement income.
Strategies for creating potentially tax-free income in retirement.
How to avoid unnecessary taxation on Social Security income & maximize your benefits.
Developing a customized retirement income plan & tax strategy for you and your family.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
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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Jesse Andrews believes that the wealth planning industry is falling short in providing clients practical information and support to reach their objectives. Many wealth planners follow a formulaic approach and are not committed to learning about the individual needs of their clients. Jesse seeks to fill this gap with Wisepath Financial Group.

Jesse has worked in the financial services industry for over a decade in multiple roles. He also started and operates multiple businesses. Both experiences are instrumental in his decision to start Wisepath Financial Group and make him uniquely qualified to serve business owners. This background gives him an appreciation and understanding of what matters for his clients.

Jesse works closely with his clients to learn, analyze, and understand their needs, fears, and aspirations. Next, he identifies any obstacles in the way and the steps needed to meet their goals. This includes a complete breakdown of the client's financial situation and ways they can immediately reduce costs. Then, a new plan of action is created. Afterwards, Jesse will continue to regularly meet with the clients to review new developments and ensure that progress continues.

Prior to starting Wisepath Financial Group, Jesse worked at TransAmerica Agency and Wells Fargo in their insurance and wealth planning divisions. At TransAmerica, Jesse was awarded the Pinnacle Club Award and Platinum Achievement Award in recognition of his performance. In 2015, Jesse was honored with the Round Table Award by the Million Dollar Round Table in recognition of his exceptional performance in the financial services field.

State License #: 11201038

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

Davidson College does not sponsor this event or endorse any activity of this group. 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.

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Maximizing Your Income & Reducing Taxes In Retirement

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