Middleborough, MA Retirement Dinner

Making The Most of What You've Made: Navigating Your Retirement Income.
How the new 2018 Tax Bill may affect you and your retirement.
Claiming strategies and planning techniques to help you maximize 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.
RMDs & retirement income planning for today's market.
Understanding potential risks in retirement and how to avoid them.
And More!

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Robin Hofheinz has over a decade and a half of experience in the retirement income field. Her professional experience spans a broad range of disciplines, allowing her to provide a unique understanding of retirement services. Prior to establishing Financial Transitions Group, home of the Retirement Freedom Team, Robin was a financial professional for New York Life and provided client based services and support in the legal, banking, and mortgage industries.

With the Retirement Freedom Team, Robin is committed to making sure her clients can protect the retirement income for which they have worked so hard. Through protection of part or all of their assets, they’ll know that whatever curveballs the economy throws at them, their future income won’t be compromised.

Robin’s personal experiences and community involvement strongly influence her commitment to providing an individual approach to today’s challenges. As one of her clients recently said, “My life has never been an equation, how can planning for it be handled by one?” The lessons she has learned over her lifetime have created a strong commitment to community, integrity, personal values and living a life of service.

Robin is licensed in Rhode Island and Massachusetts. Robin is a Million Dollar Round Table Court of the Table Member, a level of achievement held only by top members in her field. She is also a member of the National Ethics Bureau and the National Association of Insurance and Financial Advisors, both organizations dedicated to maintaining ethics, integrity and professionalism in the financial field. Financial Transitions Group is a member in good standing with of the East Providence Chamber of Commerce and is Accredited by the Better Business Bureau.

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 Lorenzo's Italian Restaurant in Middleborough, MA. Register below!

Will you have enough income to fund your retirement? Join your host Robin Hofheinz 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:

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

This Complimentary Gourmet Meal & Presentation Will Show You:

REGISTRATION CLOSES IN:

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