Presents:
Maximizing Your Retirement Income
You and a guest are invited to join us for a complimentary, three-course meal and a special presentation at the Country Club of Ocala in Ocala, FL. Register below!
Will you have enough income to fund your retirement? Join your host, Jessica Cervinka, for a complimentary meal while we discuss the following important topics for retirees ages 60 and over and those retiring in the next 5 years.
- 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 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 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
- Understanding RMDs & retirement income planning in today's economy.
- Understanding the potential risks in retirement and how to avoid them.
- And more!
Seating is limited. Click the button below to reserve your spot!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. You do not need to be a country club member to attend this event. This event is for retirees age 60+ and not for other financial professionals.
Wednesday, January 30, 2019
5:00 p.m. to 7:00 p.m.
Country Club of Ocala
6823 SE 12th Cir, Ocala, FL 34480
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, Jessica Cervinka of the Safegrowth Financial LLC, for this complimentary presentation and three course meal. The economy has changed, the world has changed...get insight and new opinions!
Date: Wednesday, January 30, 2019
Time: 5:00 p.m. to 7:00 p.m.
Venue: Country Club of Ocala located at 6823 SE 12th Cir, Ocala, FL 34480
Starter: Salad Entree: Slow roasted tenderloin with green peppercorns and cognac demi glaze served with 2 sides and chefs choice dessert
*You do not need to be a club member to attend this event!
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Jessica Cervinka, Founder
Safegrowth Financial LLC
Jessica Cervinka is an Investment Advisor Representative for Kingsguard Capital LLC a Registered Investment Adviser, a Florida licensed insurance professional. She is a member of NAIFA and BBB, founder of Safegrowth Financial and provides retirement income strategies to central and northern Florida.
Jessica believes that a stable retirement should encompass the right balance of reliable assets and risk assets, with reliable assets being the FOUNDATION of ensuring overall retirement income stability. The importance of income and asset stability as an important and underserved service for retirement savings was clear to Jessica after having to go through catastrophic events with her father during the 2008 recession.
In 2008 Jessica’s father was preparing for and looking forward to exiting the workforce after nearly 40 years with his company. Without any signs of what’s to come, Patrick had a brain aneurism and stroke that left him incapacitated and unable to deal with what was occurring with his retirement savings. Patrick lost over 40% of his retirement savings, needed full time care during his recovery period, his real-estate income producing properties dropped in value, tenants stopped paying their rent, he was forced into retirement and his medical bills were stacking up.
After her family experienced all that can happen to a retiree on limited income and dependent on their retirement savings, Jessica decided to educate herself and her clients, focusing on “what will happen, not on what might happen” . As retirees pursue professional advice and financial tools to protect their assets and generate retirement income, she is a true wealth of knowledge. All companies promise individual attention and unbiased advice. Jessica delivers on these and offers advice from an independent position.
Kingsguard Capital and Safegrowth Financial does not represent any third party or financial product, therefore acts solely in your best interest.
Copyright © 2019 Your Retirement Reality | Privacy Policy
Information provided suitable for retirees 60 and over.
This event is not for insurance agents or other financial professional non affiliated with Safegrowth Financial. Adviser training is available for a fee, please contact our office directly. Identification will be required.
*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
Advisory services are offered through Kingsguard Capital LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Safegrowth Financial LLC, an affiliated company.
Kingsguard Capital and Safegrowth Financial does not represent any third party or financial product, therefore acts solely in your best interest.
Any references to 'Lifetime Income,' 'Income You Can't Outlive,' or the like refer only to fixed insurance products, never securities or investment products. insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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.