Maximizing Your Retirement Income
Will you have enough income to fund your retirement? Join your host Michael Terrio, featured on WSJ, Fox Business, & DailyFinance, for a gourmet meal while we discuss the following topics:
- Making The Most of What You've Made: Navigating Your Retirement Income.
- Planning techniques to get the most out of your Social Security benefits.
- Strategies that can help you get closer to a potentially tax free retirement.
- Potentially growing your assets while avoiding market volatility.
- Longevity & Inflation – how you may avoid outliving your retirement savings dollars.
- Strategies for long-term care planning.
- Retirement income planning in today's economy.
- Understanding potential risks in retirement.
- And More!
Join us for a gourmet dinner and a special presentation at LouRonzo's Italian Fusion in Stuart, FL.
*Due to the popularity of this event, seating is limited. Reserve your spot today to guarantee your seat! There is no cost for this event and it is strictly informational. Nothing will be sold at this event. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
Tuesday, March 28th
5:30 PM to 7:00 PM
LouRonzo's Italian Fusion
301 S Colorado Ave. Stuart, FL 34994
This Gourmet Dinner & Presentation Will Show You:
Tip #1
Strategies to protect your savings in a down market.
Tip #2
How to create a retirement income stream you cannot outlive.
Tip #3
Strategies that can potentially boost your retirement income and reduce your taxes.
And Much More!
Please join your host Michael Terrio of the Terrio Group for this complimentary presentation and dinner. The Economy has Changed, the World has Changed...Get Insight and New Opinions!
Dates and time: Tuesday, March 28th from 5:30 PM to 7:00 PM
Venue: LouRonzo's Italian Fusion at 301 S Colorado Ave, Stuart, FL 34994
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Michael Terrio, CRPC, AAMS
President & Founder of the Terrio Group
The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie, Stuart and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, methods, and planning. As Investment Advisors, The Terrio Group has a fiduciary duty to act in the best interests of their clients at all times.
Michael Terrio is the founder and President of The Terrio Group. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. Michael has been quoted in the Wall Street Journal, Fox Business, Daily Finance and other financial publications - and is a radio show host for his “Eight Elements of Financial Control.” Michael is actively involved with the Treasure Coast Boys and Girls Club, Castle and the Martin County Arts Council. He enjoys spending time with his wife, Kaycee and is actively involved in Jiu Jitsu and soccer with their two sons.
As Seen On:
Copyright © 2017 Your Retirement Reality | Privacy Policy
Advisory services offered through M. Terrio Investments, a 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.
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.