St Louis Park, MN Retirement Dinner

How the NEW 2018 Tax Reform Plan may affect you and your retirement income.
Which tax laws affect how you strategize for your retirement income planning.
Planning techniques & strategies for claiming your Social Security benefits.
Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
Maximizing your legacy while avoiding probate.
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.
Strategies for Long-Term Care & Medicare planning.
RMDs & retirement income planning in today's economy.
Understanding potential risks in retirement and how to avoid them.
How some retirement issues may intersect with Medical Assistance and income taxes.
And More!

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And Much More!

Please join your host Cathy Hietala from The Terrio Group for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight and new opinions!

Date: Thursday, November 8, 2018

Time: 6:00 p.m. to 7:30 p.m.

Venue: Cooper Pub & Restaurant located at 1607 Park Pl Blvd, St. Louis Park, MN 55416

Menu: Quinoa salad Entrees: Choice of: Steak and mushroom pie, Mac and cheese, or Punjab Glory House curry, chickpeas, spinach, onion, red & green bell pepper, cauliflower, basmati rice (vegetarian)

I wake up every morning with a great passion to help women reach their financial aspirations. My mission is to assist my clients in achieving key financial goals: *Adequate planning during our working years is key. Women face a unique set of challenges that many men do not face. We need to know what they are and plan for them. *Create a defined retirement plan to overcome obstacles. Many women live alone in retirement. Women need to achieve stability and financial independence in their retirement whether you plan to be with a special someone or alone. We don’t know what the future holds. Let’s be ready! Having raised two wonderful boys on my own while being a sole care giver for my Mother with cancer until her passing, has given me not only strength, but understanding of life's struggles. This has set forth the opportunity for me to assist others in preparing for and navigating life's changes financially.

*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

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisor in the State of Florida. The information given at this event is based on current understanding of federal tax laws as they relate to life insurance annuities, IRAs or other matters and are subject to future changes. Specific situations will not be discussed. Seats are limited at this event. If an attorney, CPA or Financial professional attends, there could be an educational fee charged.

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.

Presents:

Maximizing Your Retirement Income

You and a guest are invited to join us for a complimentary meal and a special presentation at Cooper Pub & Restaurant in St. Louis Park, MN. Register below!

This Complimentary Gourmet Meal & Presentation Will Show You:

REGISTRATION CLOSES IN:

FEATURED PRESENTER