upcoming EVENTS

Complimentary Workshop at
​Motlow State Community ​College - Smyrna Campus

Maximizing Your Retirement Income & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Motlow State Community College – Smyrna Campus while we discuss the following important topics for those in or nearing retirement:
​What we’ll cover:
  • How the expected passing of the SECURE Act 2.0 may impact your retirement income and tax plan. 
  • 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.
  • And MUCH more!
Saturday, May 14th at 10:00 a.m. CDT