Englewood, CO Retirement Dinner

How the new 2018 Tax Bill may affect you and your retirement.
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 help grow your assets and protect your portfolio against stock market volatility.
Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
How to create guaranteed income in retirement.
Strategies for Long-Term Care & Medicare planning.
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
And More!

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Mark McGregor is a co-founder of McGregor Wealth Management and a principal consultant. For the past 18 years, Mark has specialized in comprehensive portfolio management as well as retirement, insurance and tax planning. He is also the founder of Mark McGregor & Co. Prior to that, Mark worked with many independent financial planning and advisory firms in the state of Colorado. Mark attended California Polytechnic State University in San Luis Obispo earning degrees in Marketing and Economics. He also attended the College for Financial Planning where he attained the Nationally recognized credential of Chartered Retirement Planning Counselor (CRPC®). Mark's passion, expertise and independence is reflected in his approach to income planning and the pursuit of creating effective portfolios for clients. He likes to call his approach to financial planning "a tactical approach"; focusing on managing risk through strategic asset allocation, alternative investments, and insurance based investments to manage risk and mitigate loss in mot market environments. Additionally, Mark maintains scrupulous attention to detail minimizing tax liability wherever possible. Mark has conducted over 250 personal financial planning workshops for the investing public. He has been a dedicated speaker for Fortune 500 corporations, civic organizations and clubs. Mark attempts to go above and beyond the call of duty for his clients through continuous communication and education opportunities. His advice is centered on client needs, goals, and unique financial situations. Mark lives in Castle Rock with his family. He enjoys playing golf, working with his family's race horses and promoting 4-H activities and events. Step fast to keep up with Mark!

Financial Planning and Advisory Services are offered through prosperity capital advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the state of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for exemption or exclusion from registration requirements. This website is limited to dissemination of general information pertaining to PCAs investment advisory/management services. Mark McGregor is an investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the investment advisor public disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. PCA does not provide tax or legal advice.

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.

Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Landry's Seafood House in Englewood, CO. Register below!

This Complimentary Gourmet Meal & Presentation Will Show You:

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