Sandy, UT Retirement Workshop

This is an interactive workshop covering many different topics important to those over age 50. Income and health are two of the biggest concerns of most Americans set to retire or already retired and are the focus of this workshop. The workshop combines two empowering elements:

Live instruction from knowledgeable professionals, videos and a take-home workbook presented in an engaging, easy to understand format.
An opportunity to receive a customized retirement income plan that you can immediately put into action.

More than 80% of Americans are worried they won't have enough money for retirement* and over 78 million Baby Boomers are set to retire in the next decade. Most are woefully unprepared. Advanced income planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive throughout retirement. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money. Your Retirement Reality provides retirement information, planning and addresses the following issues and topics:

How to make the most of what you've made and determine if you will be able to retire on schedule.
Claiming strategies and planning techniques to help you maximize your Social Security benefits.
How to take advantage of spousal benefits.
Important changes in 2017 - New Social Security rules and how they affect your filing options.
Strategies to protect your savings in a down market and potentially grow your assets while avoiding market volatility.
Learn strategies to generate retirement income for life.
How to combat longevity & inflation to avoid outliving your retirement savings dollars.
Strategies that can help you reduce your taxes in retirement.
Required Minimum Distributions (RMDs) from retirement plans.
Understanding potential risks in retirement and how to avoid them.
And More!

Dan Matheson began his financial planning career 12 years ago where he earned the distinction of becoming Utah’s Rookie of the Year with a well-known financial services company. He had the privilege of working there for five years until he struck out on his own and began his independent practice.

He has since earned the prestigious designation of CLU® from The American College --the premier designation for insurance professionals with an emphasis in estate planning and an in-depth knowledge in the delivery of financial advice. He specializes in maximizing retirement income strategies.

Dan is a member of the Million Dollar Round Table (MDRT®) the Premier Association of Financial Professionals and the National Ethics Association.

Dan’s career experience includes teaching CPA’s, agents and financial advisors to strategically address common financial pitfalls while producing more retirement income for their clients with less risk. He is currently writing a book to share his unique perspectives on investing and investments.

Dan is married with four children and lives in Lehi, Utah. He loves to fly fish (ask to see his selfies on the Provo River) and watch movies on Netflix. He is looking forward to his next adventure to New Zealand.

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Investments offered through Aspen Capital Management, LLC. (www.aspencapman.com)

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 & Social Security Benefits

"Maximizing Your Retirement Income & Social Security Benefits"

Workshop Details

Seating is limited. Register today to guarantee your spot!

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