Retirement 567 - Anderson Center

COVID- 19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.

You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events. Fortunately, there are sound ways to help stretch your retirement income.

Join us at Anderson Center for an informational workshop covering retirement income strategies on Wednesday, October 21 from 6:00-7:30 PM or Thursday, October 22 from 6:00-7:30 PM.

This focuses on sound financial strategies that may help you prepare for a successful retirement

Understand the official new tax reform rules and their impact on your retirement
Determine which investments could help build an income-producing portfolio
Tap into your retirement accumulations and make the most of your income streams
Invest for stability, income, and growth potential
Potentially protect your income and assets from the unexpected
Addressing common threats to retiree portfolios
Utilize financial vehicles that could last a lifetime
Prepare for a more comfortable and rewarding retirement lifestyle!

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

Understand the official new tax reform rules and their impact on your retirement
Determine which investments could help build an income-producing portfolio
Tap into your retirement accumulations and make the most of your income streams
Invest for stability, income, and growth potential
Potentially protect your income and assets from the unexpected
Addressing common threats to retiree portfolios
Utilize financial vehicles that could last a lifetime
Prepare for a more comfortable and rewarding retirement lifestyle!

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Securities offered through Parkland Securities, LLC. Member FINRA and SIPC.

Ray Allen Isaacs | 1251 Nagel Cincinnati, OH 45255 | (513) 474-5102