Meat, Chicken, Seafood and Vegetarian entrée
The Table Restaurant
100 East New York Ave
Deland, FL 32724
– Tuesday, June 6 at 6:30 p.m.
– Thursday, June 8 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Table Restaurant. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
In 2004 Marci and her husband Duncan moved to Deland, Florida, where she started a successful career as an Investment Advisor Representative and Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their income plan for retirement. Marci has helped thousands of people to navigate through the seemingly daunting process of retirement planning: how to plan for positive and stable cash flow and growth when in retirement, how to pick the right Medicare plan, putting strategies in place to prevent assets from being drained in a nursing home situation, how to leave money to the kids and not the government, and how to keep income protected from a stock market downturn…yet still reaping benefits the stock market provides without the loss. As a retirement professional, Marci offers private consultations for clients, helping them with new fresh ways to strategize with their retirement savings. A unique client experience is what clients have reported as they enjoy successful strategies that allow for the confidence in retirement instead of the worries that come with lack of a good, solid plan. It is important to Marci that her clients fully understand the products for health insurance and how they work. She takes the time to sit with each client to simplify the financial and Medicare process, free from potentially complicated jargon – while making sure that the plan they choose is right for them. Everyone has different needs and goals for retirement, and acting as a Fiduciary Advisor, the most important obligation Marci has is that any plan is based on her client’s retirement income needs and goals. Assisting and informing clients on how to protect themselves and their families from the costs of a long-term illness, as well as new ways to pass their financial legacies to their loved ones and minimize tax burdens is what she truly enjoys in her career. Contact Marci Hodge to begin the path to the confidence that comes when you are living your best life in your retirement.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.