Millburn Free Public Library

This event is neither sponsored nor endorsed by the Millburn Free Public Library. If you have any questions, please call 844-567-7760.
Hosted by Joseph Falbo, Financial Advisor
Meeting Room B
200 Glen Ave, Millburn, NJ 07041

Seating is limited, so sign up today!

No Charge to Attend!

Millburn Free Public Library

This event is neither sponsored nor endorsed by the Millburn Free Public Library. If you have any questions, please call 844-567-7760.
Hosted by Joseph Falbo, Financial Advisor
Meeting Room B
200 Glen Ave, Millburn, NJ 07041

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
DON’T REACH RETIREMENT UNPREPARED

  • With life expectancies stretching, a 65-year-old can expect to live 20 years or more in retirement.
  • Pension plans are eroding and the future of Social Security is uncertain. Your personal savings may become your largest source of income in retirement.
  • Experts suggest that you may need 70% to 80% of your pre-retirement income to maintain your lifestyle during retirement.
  • About half of today’s retirees say they left the workforce earlier than they had planned.2

  • WILL YOU HAVE ENOUGH MONEY TO RETIRE?

    Many Americans underestimate how much money they will need to save by the time they retire. Perhaps that’s because only 41% of workers have tried to calculate how much money they will need in order to retire comfortably. Those who have performed a retirement-needs calculation were twice as likely to be very confident about being able to live comfortably in retirement compared with those who haven’t calculated how much they will need.1

    At this workshop, you’ll receive a full-color, 20-page workbook on preparing for retirement. This resource features information, exercises, and questions designed to help you make financial decisions. The workbook was prepared especially for my Preparing for Retirement workshop, and it contains important information you’ll want to remember from the presentation.

    The workshop is enhanced with colorful graphics highlighting the latest facts and figures, and you’ll find it to be a brief and easy-to-understand presentation filled with financial strategies you can use to help prepare for retirement.

    Fortunately, there are financial strategies you can use to pursue a comfortable retirement. The concepts discussed in this seminar are most suitable for those with investable assets of $250k or more. Join us at Millburn Free Public Library for an informational workshop covering retirement income strategies on Tuesday, September 17 from 6:30-8:00 PM.

    In just one hour, you’ll hear about:

    • Calculating the cost of retirement
    • Developing sources of retirement income
    • Determining your retirement goals
    • Implementing strategies for retirement investing
    • Managing your retirement portfolio in light of market volatility
    • Potentially safeguarding assets from the unexpected

    In just one hour, you’ll hear about:

    • Calculating the cost of retirement
    • Developing sources of retirement income
    • Determining your retirement goals
    • Implementing strategies for retirement investing
    • Managing your retirement portfolio in light of market volatility
    • Potentially safeguarding assets from the unexpected


    Register Now

    1-2 “Employee Benefit Research Institute, 2017.

    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. 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 Income Planning 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 and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Retirement Income Planning 567 and LPL Financial are separate entities. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

    Joseph Falbo 70 Floral Ave, New Providence, NJ 07974 (908) 490-1190

    Check the background of investment professionals on FINRA’s BrokerCheck