2018 Updates and Strategies for Retirees February, 2018
What you need to know going into 2018... The rules have changed.
Learn from the leading analysts in your area! Your presenters designed this 3-part presentation to bring retirees up to speed with the challenges and questions one might face during retirement.
How to get the most from Social Security
Protecting against market corrections
Generating enough income in retirement
By Dan Wendol, Investment Advisor Representative, Dolphin Financial Group
Creating income from your largest asset - your home
Staying in your home as you age in place
Downsizing (or upsizing) your home without a new mortgage payment
By Elena Katsulos-Sabbouh, Reverse Mortgage Specialist, Finance of America Reverse
Protecting your assets from creditors and the nursing home
Maximizing what your kids will inherit
Maximizing benefits and avoiding costly legal mistakes in retirement
By Michelangelo Mortellaro, P.A., Mortellaro Law
Complimentary Dinner Event
Grillsmith @ Countryside Square Mall in Clearwater -
Event Info
February 1st 6:00PM
Grillsmith @ Countryside Square Mall in Clearwater -
Event Info
When to file for Social Security to maximize your benefit
How to measure and manage the risk your retirement savings are exposed to
How to minimize taxes on Social Security benefits
Fixing mistakes if you've already filed
Get informed and take control of your retirement today!
Are you getting the most out of Social Security?
Social Security Maximization Report Report:
Attendees will receive a customized Social Security Maximization Report detailing specific options they can take based on their unique situation.
Do you know the best strategy to claim your Social Security benefits?
Our maximization report provides the specific details people need to make informed decisions about Social Security. It is customized based on the specific information of each client or couple. The report will provide several different detailed scenarios on how and when to claim Social Security to get the most financial benefit from the program.
DO YOU KNOW THE BEST STRATEGY TO CLAIM YOUR SOCIAL SECURITY BENEFITS?
Dinner Event
Please Join Us For Our Complimentary Dinner Event
You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are over.
A Retirement Reality Check: Are You Doing What You Should Be Doing? by Daniel J. Wendol.
You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide yo with a comfortable lifestyle and stable income after your working days are over.
Thursdays 9:00 AM - 10:00 AM Saturdays 11:00 AM - 12:00 PM
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it does not have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement Our Show