Purpose of Meeting
What we’ll cover:
-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.
-How you may be able to create guaranteed income in retirement and protect your savings from market volatility.
-Critical 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.
-Planning for rising health care premiums that may cost the average retiree hundreds of thousands of dollars in retirement.
-How to help preserve your assets to create a lasting legacy for your loved ones.
-Understanding potential risks that may derail your retirement and how you may be able to avoid them.