Maximizing Your Retirement Income

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!