Presents:
Strategies to Create an Efficient & Sustainable Retirement Income for Life
Complimentary Workshop
You and a guest are invited to join us for a special presentation at Worcester State University in Worcester, MA. Register below!
There are a number of "retirement optimized" income strategies that all pre-retirees should understand and deploy in retirement. The strategies in the "distribution" phase of life are completely different than in the "accumulation" phase of life. In this complimentary 2-hour workshop, we'll reveal these strategies, how they apply to your individual situation and you'll learn about the following. Don't miss it!
- Retirement Income Sources: we’ll review various income sources you can access during retirement and provide tips on beefing those up as you're nearing retirement.
- The Accumulation Phase vs. the Distribution Phase: why it’s necessary to change your mind-set and your strategy in the “distribution” or retirement phase of life.
- The Retirement Ready Portfolio & Generating Guaranteed Income: understand the importance of making adjustments to your portfolio, reducing volatility and how to generate guaranteed income streams.
- Retirement Distribution Planning: how to position your savings with asset location to potentially minimize taxes and maximize cash flow in retirement, and how to efficiently harvest your income sources.
- Maximizing Social Security: how to determine the right Social Security timing strategy so you don’t leave any money on the table. We’ll also discuss how to reduce Social Security taxation.
- Protecting Your Income from Risks: understand the main risks (volatility, longevity and inflation) to your retirement income and how to minimize them to the greatest extent possible.
- Minimizing the Impact of Taxes on Your Income: there’s a myriad of little known strategies to help you give as little of your hard earned income to Uncle Sam as possible.
- Using Your Home Equity in Retirement: we’ll discuss the misunderstood “swiss army knife” of retirement planning…your primary residence.
- 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 workshop confirmation purposes.
Dates & Times: Tuesday, February 19, 2019 from 6:30 p.m. to 8:30 p.m. or Saturday, February 23, 2019 from 9:30 a.m. to 11:30 a.m.
Venue: Worcester State University (Sullivan Academic Building - Room 202)
Address: 486 Chandler Street, Worcester, MA 01602
Event Details
This workshop is designed to help you learn about important income strategies and create a plan so that you may maximize your income in retirement and retire with confidence! Join us to discover:
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 Retirement Solved and your host, Brian Saranovitz of Your Retirement Advisor, for this special event. The economy has changed, the world has changed...get insight, new opinions!
Dates & Times: Tuesday, February 19, 2019 from 6:30 p.m. to 8:30 p.m. or Saturday, February 23, 2019 from 9:30 a.m. to 11:30 a.m.
Venue: Worcester State University located at 486 Chandler Street, Worcester, MA 01602
*We will meet in the Sullivan Academic Building - Room 202.
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Brian Saranovitz, Co-Founder and President
As a baby boomer himself, Brian Saranovitz is a co-founder and president of Your Retirement Advisor and a retirement instructor for Your Retirement Solved. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for over 30 years. He gained most of his experience working in his former practice, Saranovitz Capital Management, founded by his father Norman in 1970. As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Don’t ask Brian about football, the Patriots or Celtics, or you might not hear anything about retirement planning.
Copyright © 2019 Your Retirement Solved
*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
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity 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.