ABOUT THIS WEBINAR
You are cordially invited to join us for a special webinar as we discuss important topics for those in or nearing retirement. You won't want to miss this event! Here's what we'll cover:

- How the $2 trillion economic stimulus package* may affect your plans for retirement.

- How recent events, a recession and market volatility could factor into your plans for retirement.

- Planning for longevity, inflation and future tax increases to help ensure you won't OUTLIVE your money in retirement.

- Strategies to help plan for the next market downturn and protect your assets from market volatility.

- Powerful tax strategies that may help you reduce the taxes you pay in retirement and potentially generate tax-free retirement income.

- How you may be able to incorporate Social Security into your income plan while minimizing tax consequences and maximizing your benefits.

- How to plan for and incorporate RMDs into your retirement income plan. Hint: the SECURE Act has made significant changes that impact RMDs.

- How to create a customized retirement income & tax strategy tailored to your unique needs & situation.

- Understanding potential risks that may derail your retirement and how you may be able to avoid them.

- And much more!

Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an investment advisor. Grand Canyon Planning Associates, LLC and Client One Securities, LLC are not affiliated.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html
ADDITIONAL INFO
  • Price: Free
  • Language: English
  • Who can attend? Everyone
FEATURED PRESENTERS
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