Program Description
Join us for a special presentation while we discuss important topics for those in or nearing retirement.
What we’ll cover:
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.¹
Planning for rising health care premiums that may cost the average retiree large sums of money.
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.
And MUCH more!