Will you have enough income to fund your retirement? Join us for a special presentation covering important topics for recent retirees and those retiring in the next 5 to 10 years. You'll leave this event feeling confident that you have the information you need to create a successful retirement income plan and help you achieve your retirement goals!
- 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 get the most out of 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!
Seating is limited. Click the button below to reserve your spot!
Workshop Dates & Location
Dates: Tuesday, September 12, 2017 or Thursday, September 14, 2017 from 6:30 p.m. to 8:00 p.m.
Location: Rio Salado College Lifelong Learning Center located at 12535 W Smokey Dr, Surprise, AZ 85378
Workshop Details
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 your 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. At this exclusive event, you will learn about important topics and have the opportunity to get your questions answered in a relaxed environment with others like yourself. No products are discussed or sold at Your Retirement Reality events. This event is 100% free and there is no-obligation by attending!
Who Should Attend?
Individuals or couples who are:
- Still working and want to pre-plan for retirement income.
- Concerned about aging and outliving their retirement savings.
- Confused with all of the retirement income information out there and want straightforward answers.
- Retired and looking to know that they are making informed decisions.
Seating is limited. Register today to guarantee your spot!
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Mark Melkowski, President
Eagle Advisory Group of Arizona
Mark is committed to providing his clients and community with uncompromising integrity and service. His long-term goal is to help clients reach their full retirement income potential.
Mark has been a resident of Arizona for over 50 years, growing up in Yuma and attending Northern Arizona University. Married for 38 years, Mark and his wife have three children and four grandchildren. He has always been active in his community, coaching little league and Babe Ruth League, as well as sponsoring these programs. Mark has also been actively involved in programs at his church, teaching in-home Bible study, as well as fifth grade overdrive.
DON'T MISS THIS EXCLUSIVE WORKSHOP!
© 2017 Your Retirement Reality | Privacy Policy
*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
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.