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Changes in Social Security Benefits & How it Can Affect Your Retirement Plan

June 5, 2018 @ 6:30 pm - 8:00 pm

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the evening news, politicians in Washington or even global events in Eu rope, the Middle East or China. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. Join us for this timely dfoner event to learn strategies to help you appropriately position your portfolio during this time of fiscal uncertainty and unpredictable market volatility. Your time will not only be well spent, it may prove to be your best investment yet

Topics to be discussed include:

  • How to generate reliable income for you and your spouse that you cannot outlive.
  • Have you lost money in market downturns, and are concerned that history may repeat itself?
  • Have a plan where you can lock in your gains and not risk them due to the unpredictability and volatility of the market.
  • At the first death, the surviving spouse will lose income – Most likely 50% of Social Security income will cease, as well as a possible reduction in pension payout, if the spousal option was even offered.
  • There were changes in Social Security benefits in 2016 and there a.re more coming. Learn how that will impact you.
  • Disinherit the £RS from your estate plans. Learn how the new tax law code could benefit you going into retirement
  • Wills don’t protect assets from nursing home costs. Certain trusts can provide powerful asset protection for your home and life savings.
  • Arc your children’s 401 Ks or TRAs at risk due to an uncovered nursing home stay you or your spouse may incur? Learn about the Estate Recovery Law and the little known filial Law, which could potentially affect your children’s retirement. There arc planning techniques that can limit the government’s reach into you and your children’s asset base.

Details

Date:
June 5, 2018
Time:
6:30 pm - 8:00 pm

Venue

Coldwater Café
19 E. Main St.
Tipp City, OH 45371 United States
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