Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary meal and special presentation at GROVE Restaurant in Lakewood Ranch, FL. Register below!
Will you have enough income to fund your retirement? Join your host, Robby Spillman, for a complimentary gourmet meal as we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:
- Changes to tax laws and Social Security in 2019 that may affect your retirement income.
- Planning techniques & claiming strategies 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.
- Developing a customized retirement income plan 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.
- 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 much more!
Seating is limited. Sign up below to reserve your seats!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
Dates: Thursday, January 24, 2019 or Tuesday, January, 29, 2019
Time: 6:30 p.m. to 8:00 p.m.
Venue: GROVE Restaurant
Address: 10670 Boardwalk Loop, Lakewood Ranch, FL 34202
This Complimentary Gourmet Meal & Presentation Will Show You:
Tip #1
How to maximize your Social Security income & take advantage of spousal benefits.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that may boost your retirement income and potentially reduce your taxes.
And Much More!
Please join your host, Robby Spillman of Coastal Wealth, for this complimentary presentation and gourmet meal. The economy has changed, the world has changed...get insight and new opinions!
Dates: Thursday, January 24, 2019 or Tuesday, January, 29, 2019
Time: 6:30 p.m. to 8:00 p.m.
Venue: GROVE Restaurant located at 10670 Boardwalk Loop, Lakewood Ranch, FL 34202
Menu: Choice of Chicken Panzanella, Grilled Filet or Salmon
REGISTRATION CLOSES IN:
FEATURED PRESENTERS
Robby Spillman
Robby Spillman is passionate about developing strategies for his clients to help them achieve their retirement income. He is committed to achieving the following objectives for his clients: maximum yield with minimum risk, stability of assets, protection of life savings from terminal illness and nursing home expenses, and reduction of taxes.
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*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
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.