Purpose of Meeting
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us as we discuss the following important topics for those in or nearing retirement:
The Secure Act 2.0 — what is it and how might it impact your retirement savings plan
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
Steps to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
Social Security timing and claiming strategies to help maximize your benefits.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.²
The options and challenges of paying for LTC costs using Medicare, Medicaid, health insurance, self-funded and/or LTC insurance.
How to help preserve your assets to create a lasting legacy for your loved ones.