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KEYS TO MAXIMIZING SOCIAL SECURITY AND RETIREMENT BENEFITS

December 6, 2016 @ 6:00 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 Europe, 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 dinner 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
  • Are there alternative investments for Reliable Income?
  • With national debt over 19 trillion, it is very likely that taxes will go up. Are your IRAs and 401Ks prime targets? Learn possible way to defend yourself.
  • Are your children’s 401Ks or IRAs 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 are planning techniques that can limit the government’s reach into you and your children’s asset base.

You are cordially invited to join local financial professional, Chuck Carrier, of Carrier Retirement Group, for an informative dinner event and presentation to learn about important facts that could impact your retirement.

Please RSVP By Calling: (800) 860-1405

Details

Date:
December 6, 2016
Time:
6:00 pm - 8:00 pm

Venue

Old 30 BBQ
1330 E. Mansfield Street
Bucyrus, OH United States
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Phone
44820