Join Financial Advisor Brian Jolles, CLU, ChFC, CASL and Discover:
1. Are you confident that your savings will withstand a 25 to 30+ year retirement?
2. Do you have a plan to combat inflation’s damaging effects on your purchasing power?
3. Is your retirement income completely dependent on market performance?
4. Do you know how much you can withdraw from your retirement savings each year without running out of money?
5. Are you confident that your Social Security benefits are optimized for yourself and your spouse?
6. Do you have strategies to cover rising healthcare costs and potential long-term care needs?
7. Do you have a tax allocation strategy to help minimize the impact of taxes during retirement?
While the road to financial freedom in retirement may have its twists and turns, an experienced financial professional can help straighten the path.
Please note that the host of this event can provide information but not give tax, legal, or Social Security advice. You are encouraged to consult your tax advisor, attorney, or the Social Security Administration.
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency. Insurance presentation - Insurance products may be offered at some later date.
Guarantees offered on insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Date and Time
Tue, Mar 08, 2022
7:00p - 8:00p EST
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