Presents:
Maximizing Your Retirement Income
You and a guest are cordially invited to join us for a complimentary meal and a special presentation at Granite City Food & Brewery in St. Louis, MO. Register below!
Will you have enough income to fund your retirement? Join your host, Duane Bartlett, 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:
- 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.
- 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.
- Developing a customized retirement income plan for you and your family.
- 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!
Seating is limited. Sign up below to reserve your seats!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for event confirmation purposes.
Dates: Tuesday, April 23, 2019 or Thursday, April 25, 2019
Time: 6:00 p.m. to 8:00 p.m.
Venue: Granite City Food & Brewery
Address: 11411 Olive Blvd, St. Louis, MO 63141
Menu: House salad with the choice of Chicken Limone, Cajun Pasta or Herb Roasted Salmon
This Complimentary Gourmet Meal & Presentation Will:
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, Duane Bartlett of OneWealth Partners, for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight and new opinions!
Dates: Tuesday, April 23, 2019 or Thursday, April 25, 2019
Time: 6:00 p.m. to 8:00 p.m.
Venue: Granite City Food & Brewery located at 11411 Olive Blvd, St. Louis, MO 63141
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Duane Bartlett, President
I credit my experience as a National Champion and World Class athlete in helping me build the habits of discipline, strong work ethic, and an uncompromising will to succeed.
My lifelong passion for health and fitness is only rivaled by my love of family and friends. I am the proud father of six amazing children, who have blessed me with six wonderful grandchildren.
My life experiences have shaped my personal motivation, “To Be a Builder of Men and Women!”
I love helping people succeed both professionally, personally, and financially. For over 20 years, I’ve carried this philosophy with me into every facet of my life, including at OneWealth Partners.
Our firm fosters a collaborative culture that embraces our “Whole-Person” concept. We’re all about developing a personalized and holistic growth with your interests at the forefront.
From onboarding to practice evaluation and development, we provide high levels of support, coaching, marketing and technical resources utilizing a dual-platform approach. We value excellence in all we do for our clients and advisors and hope to become a lifetime resource for our treasured clients and community.
Our firm values civic service and volunteerism, and continue to explore ways we can help others succeed. I am personally involved in CBMC, Amazima Ministries, and the National Center for Fathering.
Copyright © 2019 Your Retirement Reality | Privacy Policy
*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
*https://www.fool.com/retirement/2017/04/17/30-stunning-social-security-statistics.aspx
*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/#28d39f3ca7bb
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securites, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneWealth Partners, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
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.