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Maximizing Your Retirement Income

September 5, 2018

Will you have enough income to fund your retirement? Join your host, Roger Anderson, for a complimentary, gourmet meal while we discuss the following important topics for recent retirees and those retiring in the next 5 to 10 years:

  • How to make the most of what you’ve made and navigate your retirement income.
  • How the new 2018 Tax Reform Plan may affect you and your retirement.
  • Planning techniques & claiming strategies to get the most out of your Social Security benefits.
  • The difference between accumulating for retirement and distribution at retirement.
  • Developing a customized retirement income plan for you and your family.
  • Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
  • Strategies to help grow your assets and protect your portfolio against stock market volatility.
  • Longevity & inflation – how to potentially avoid outliving your retirement savings dollars.
  • Retirement income planning in today’s economy.
  • Understanding the biggest potential risks in retirement and how to avoid them.
  • And much more!


September 5, 2018

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