at 15th Street Tavern
May 9th and 11th @ 6:30pm
Retirement Seminar at 15th Street Tavern
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
"Can I retire?"
"How am I going to afford retirement?"
"How long will my retirement funds last?"
"Am I protected against the unknown?"
"Will taxes and medical expenses ruin my retirement?"
These are just a few of the more common questions we often hear from people who are at or near retirement age - and they are valid questions and concerns. If you don't have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us on May 9th or 11th, at 15th Street Tavern in Clarkston, to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We'll also discuss:
Ways to help avoid how to avoid running out of income during retirement.
How to help avoid losing up to 70% of your IRA to federal and state taxes.
Some of the biggest mistake you can make when doing an IRA rollover at retirement.
Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
The importance of distribution planning to help reduce your risk.
Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
They have at least $250k in assets saved for retirement, however that is not a requirement to attend.
They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
DATE & TIME
Tuesday, May 9th at 6:30pm
Thursday, May 11th at 6:30pm
© 2023. All Rights Reserved. Financial Services of America, Inc.
This material is provided courtesy of Financial Services of America and contains general information to help you understand basic financial planning strategies.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Investment Adviser Representatives offer investment advisory services through FSA Advisors, Inc., (FSAA). Registered Representatives offer securities through AE Financial Services (AEFS) Member FINRA, SIPC. Annuity and Insurance Products offered through Financial Services of America. FSA, AEFS and FSAA are separate entities which are each independently owned and operated
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that FSAA & AEFS and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
FSAA & AEFS not affiliated with the U.S. government or any governmental agency.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.