NC Retirement Lunches

Changes to tax laws and Social Security in 2019 that may affect your retirement income.
How to make the most of what you've made and navigate your retirement income outlook.
Planning techniques & claiming strategies to get the most out of your Social Security benefits.
Developing a customized retirement income plan for you and your family.
How to create a stream of income in retirement from your assets.
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.
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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Trace has a passion for helping others. Since 1997, he’s channeled that into building Yarbrough Financial Services, Inc., a full-service wealth management and retirement income strategies firm. He prides himself on being a fiduciary advisor, which means he always keeps his clients’ best interests in mind. By working diligently and methodically with his clients, Trace is able to develop strategies to help them toward a sustainable financial future. He believes that goals are the most important requirement in a retiree’s financial portfolio and he works daily to find strategies that will fulfill these goals.

Trace believes knowledge is a powerful tool in his clients’ arsenal, and he encourages them to learn as much as they can about wealth management and retirement income strategies, so they can make better-informed decisions about their money. He also believes in taking the extra time to get to know his clients so he can make personalized recommendations to them. He goes above and beyond to find the best strategy for each client, every time.

When he’s not helping his clients reach their financial goals, Trace enjoys spending time with his family and serving others in his community.

*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 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.

Presents:

Maximizing Your Retirement Income

Will you have enough income to fund your retirement? Join your host, Trace Yarbrough, for a complimentary meal while we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:

Seating is limited. Sign up below to reserve your seats!

This Complimentary Meal & Presentation Will Show You:

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