Creating a Coordinated Strategy for Lifetime Income

Effectively integrating Social Security benefits with your other retirement income sources is crucial for maximizing your retirement security. A coordinated approach can help optimize your benefits, minimize taxes, and ensure you don't outlive your money.

Please join us for this complimentary informational seminar. We will discuss strategies for coordinating Social Security with your other retirement income sources. Seating is limited, so sign up today!

Did you know?

• Social Security replaces only about 40% of pre-retirement income for the average worker

• The timing of when you claim Social Security can significantly impact your lifetime benefits

• Coordinating Social Security with other income sources can help minimize taxes

• Having a retirement income plan can help ensure you don't outlive your money

We will be discussing:

• Strategies for maximizing your Social Security benefits

• How to create reliable income streams to supplement Social Security

• Tax-efficient withdrawal strategies for retirement accounts

• The role of guaranteed income products in retirement planning

• How to protect your retirement income from inflation

• Creating a coordinated retirement income plan that lasts a lifetime

Join us to learn how to create a comprehensive retirement income strategy that coordinates Social Security with your other income sources to help provide financial security throughout your retirement years.

Spouses are encouraged to attend!

Seating is limited.