Retirement U Workshop & Complimentary Dinner in Flowood, MS

155 Market St,Flowood MS 39232

22 June, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Dinner will be served. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. Are you in the high risk health group? Can't make this luncheon or dinner time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here To Make Your Appointment Kimberly Vance is the Founder and Vice-President of Pondera Financial Group, LLC. She was born and raised in Pascagoula and graduated from Pascagoula High School in 1986. She attended the University of Southern Mississippi, where she graduated in 1992 with a Bachelor’s Degree in Accounting from USM. Kimberly relocated to the Jackson Metro Area after Hurricane Katrina. Here she worked with Horne CPA. In 2013, she and Kenneth Lewis formed Pondera Financial Group. We are located in Ridgeland, Ms. Kimberly focuses on developing financial programs and strategies that address the unique financial needs and circumstances of our country’s growing mature population and generations behind. Kimberly has a personality that naturally goes well with anyone she meets. Enthusiastic and passionate about her career helps her strive to the highest level of success.