Taxes Declassified
Event Details
Bucci’s J Bella
12201 Pearl Rd
Strongsville, OH 44136
Dinner Options:
– Wednesday, May 28 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
MENU
Filet Mignon, Buttermilk Mashed Potatoes & Green Beans Almondine.
Event Details
Bucci’s J Bella
12201 Pearl Rd
Strongsville, OH 44136
Dinner Options:
– Wednesday, May 28 at 6:30 p.m.
MENU
Filet Mignon, Buttermilk Mashed Potatoes & Green Beans Almondine.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a complimentary meal and special presentation at Bucci’s J Bella while we discuss important financial topics for women in or nearing retirement.
What we’ll cover:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Let’s face it: women and men are different in so many ways! Income in retirement can be different too.
More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:
It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.
Tune in Saturdays at 10:30am for our Retirement Ready TV episodes.
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¹ http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
² https://www.pewresearch.org/fact-tank/2020/03/10/older-people-are-more-likely-to-live-alone-in-the-u-s-than-elsewhere-in-the-world/
³ https://www.fool.com/research/women-in-investing-research/
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.