Princeton, NJ Retirement Dinner

How to make the most of what you've made and navigate your retirement income outlook.
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.
Understanding RMDs & retirement income planning in today's economy.
Understanding the potential risks in retirement and how to avoid them.
And more!

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With the overload of retirement income planning information available, we feel much of it can be just noise, and here at MaxGuard Wealth, we strive to bring you the right information to assist you with your retirement income decision making. As a consumer, you can’t outsmart the market, but you can choose how much risk you want to take. Retirement should be a time of certainty with guaranteed* income. We don’t think the word “hope” should be part of your retirement income strategy, so our goals for you include principal protection, steady growth and lifetime income. We believe this way is better, and with our help, it can be simple, inexpensive and with as little risk as possible. MaxGuard Wealth’s philosophy? Losing money as you get closer to retirement is unnecessary. We also think investment fees are too high industry-wide and can be largely avoided if you’re working with the right financial professional—and that’s exactly who we want to be for you. We have an intimate understanding of the product offerings out there and can help you discover which ones fit your needs. Because we are independent, we use our knowledge to serve our clients and not a particular firm or product. We truly have your best interests in mind.

*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

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. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities 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

You and a guest are invited to join us for a complimentary meal and a special presentation at Ruth's Chris Steak House in Princeton, NJ. Register below!

This Complimentary Gourmet Meal & Presentation Will Show You:

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