Retirement U Seminar in Freehold, NJ

73 E Main St,Freehold NJ 07728

12 June, 2021

Description

Learn how the Economic Impact of COVID-19 could affect your retirement. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. BALANCED FINANCIAL INFORMATION This course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. TOPICS TO BE COVERED INCLUDE • How to avoid the #1 fear for retirees: Running Out of Money. • The latest Social Security changes and how to maximize the benefit your tax dollars paid for. • What is the SECURE Act of 2020 and how could it effect your retirement? • The impact of fees, taxes and penalties on your retirement income and what you can do about it. • The 6 questions every successful retirement plan needs to answer. • How to turn retirement accounts into paychecks for life. • How to limit or avoid huge market losses without sacrificing competitive return rates. FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. Securities offered through Garden State Securities, Inc.(GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services offered through Garden State Investment Advisory Services,LLC, A Registered Investment Advisor. Asset & Income Management, Inc. is independent branch affiliate of GSS. STEVE is a well-known financial advisor in New Jersey, with his office based in Farmingdale, NJ. Founder of Asset & Income Management, Inc., he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and President of Life Investment Planning, Inc. A graduate of Rutgers University with a degree in Business and Economics, Steve has passed 27 rigorous exams earning professional designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, in 2016 Retirement Income Certified Professional, and Security Registrations 6,7,22,63 and 65. Steve was the recipient of the prestigious 2012 and 2019 New Jersey Five Star Wealth Managers Award. He has been featured in articles and been a contributing author. Steve has been helping clients with investment, estate, education and retirement planning since 1978. He has spoken before industry groups and given seminars on estate planning, retirement planning, financial planning, and investment and income allocation strategies.