Know when you can retire and how much you need.

Why isn't anyone talking about how to convert my retirement accounts into retirement income?

If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at Williamson County Chamber of Commerce. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!

Did you know?

• Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuates
• A couple will spend an estimated $245,000 on healthcare throughout retirement
• Inflation can lower the value of your savings from year to year
• Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

• Use the new “Retirement Bill” (Secure Act) and how it can help you.
• Create enough income to avoid running out of money in retirement.
• Avoid needless Required Minimum Distributions (RMDs) from your IRAs and 401(k)s.
• Identify the 3 most important steps to take NOW, before the next bear market hits.
• Potentially pay far less taxes on your retirement income.
• Cover long-term care costs without expensive annual premiums.
• Ensure you have ALL essential legal documents to avoid probate and family conflict.

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!