Stuart, FL Retirement Lunch

This is a fun and informative workshop covering many different topics important to those over age 50. With the changing tax rules and financial landscape, it's important to understand your options and how they can affect your retirement income. Failure to properly plan could potentially leave tens of thousands of dollars on the table.

Join your host, Mike Terrio, for a complimentary, gourmet meal at LouRonzo's Italian Fusion while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!

Making The Most of What You've Made: Navigating Your Retirement Income.
Why not having a tax strategy may affect your income in retirement.
Claiming strategies and planning techniques to help you maximize your Social Security benefits.
Strategies to help 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 keep pace with rising inflation and tax rates.
How to create guaranteed income in retirement.
RMDs & retirement income planning for today's market.
Understanding the biggest potential risks in retirement and how to avoid them.
And More!

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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. Michael Terrio has been featured on The Wall Street Journal, Fox Business and Daily Finance.

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.

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:

Strategies for Maximizing Your Income & Reducing Taxes In Retirement

This Complimentary Gourmet Meal & Presentation Will Show You:

Join us to receive these important tips!

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FEATURED PRESENTER