Are You Ready for Retirement

Join us for a special presentation while we discuss the following important topics for those in or nearing retirement:

· The Secure Act 2.0 — what is it and how might it impact your retirement savings 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.¹

· How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*

· 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.²

· The options and challenges of paying for LTC costs using Medicare, Medicaid, health insurance, self-funded and/or LTC insurance.

· How to help preserve your assets to create a lasting legacy for your loved ones.