Tuesday, September 12 or Thursday, September 14, 2017
6:30 p.m. to 9:30 p.m
Apricots Restaurant
1593 Farmington Ave, Farmington, CT 06032
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. Most are woefully unprepared. Advanced income planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive throughout your retirement. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money.
At this exclusive event, you will learn about important topics and have the opportunity to get your questions answered while enjoying a gourmet dinner in a relaxed environment with others like yourself. No products are discussed or sold at Your Retirement Reality events. This event is 100% free and there is no-obligation by attending!
Individuals or couples who are:
Tip #1
Strategies to protect your savings in a down market.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Michael Alimo of USA Financial & Tax Services, LLC for this complimentary presentation and gourmet meal. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Dates: Tuesday, September 12, 2017 or Thursday, September 14, 2017
Time: 6:30 p.m. to 9:30 p.m.
Venue: Apricots Restaurant located at 1593 Farmington Ave, Farmington, CT 06032
Michael Alimo, CRPC, CLU, ChFEBC, RIA
Beginning 30 years ago working for many Wall Street brokerage houses, veteran financial advisor, Michael Alimo’s last 15 years have been devoted to serving clientele around CT and New England at his USA Financial & Tax Services, LLC. With a focus on retirement planning and risk management; comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; estate tax planning; education funding. In gratitude for many years of business and support from customers around the state, Michael remains committed to giving back to the community via informational presentations and educational workshops. He has hosted many seminars, speaking to groups about a broad array of financial, investment and retirement topics.
Michael has the following certifications & designations: Chartered Retirement Planning Counselor, Chartered Life Underwriter, Chartered Federal Employee Benefits Consultant & Registered Investment Advisor.
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*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
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.