Retirement U Seminar at The Wylie Center of Endicott College

295 Hale St,Beverly MA 01915

26 June, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Join us for an informative and engaging retirement workshop that will provide you with much needed information to help you understand and make informed decisions about retirement taxation, income sources, RMD planning and more. If you are retiring or already retired, this seminar is critical for you. What You Will Learn:• Why taxes may be one of your biggest expenses in retirement and why now is the time to address them. • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them. • How required minimum distributions may increase your tax liability. • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed. • How might rising taxes impact your cash flow throughout your retirement years? • Learn about strategies that may allow you to protect your retirement assets against volatile market conditions. • What is the SECURE Act of 2020 and how could it effect your retirement? • The Tax Cuts and Jobs Act - how it may affect you and your retirement. Who Should Attend?• Those concerned about our financial markets and future tax liabilities. • Baby Boomers looking for guidance based on recent academic research. • Individuals and couples between the ages of 56 and 73. • Investors looking for new perspectives or ideas. Why Now?• It’s a good idea to address taxes while they are at historically low rates. • Global market instability and record national debt necessitates action. • Recent research indicates a different approach to retirement planning could be beneficial. • You only get one shot at retirement. Make it count. Attentive, analytical and determined, David is committed to offering the most prudent, unbiased advice to accomplish his clients’ specific retirement distribution goals. His unique, comprehensive approach is designed to incorporate financial efficiency and effective growth with tax strategies to help maximize spendable income in retirement. ​David enjoys the promise of a new challenge, and that’s one of the reasons he looks forward to coming to work every day. Having the opportunity to find strategies and options — options some clients may not even know they had — to address those challenges makes every day worth it for David. David feels successful when his clients feel confident in their plans. His drive comes from wanting to be the respected advisor clients can rely on by actively listening and not judging anyone’s situation. To best serve his clients, David believes in staying knowledgeable in his trade through continuing education. He passed the Series 65 securities exam and holds insurance licenses in life, annuities and long-term care. He is also National Social Security Advisor-certified and proud to be a Million Dollar Round Table qualifier. David graduated from the University of Phoenix with honors and was inducted into the Delta Mu Delta National Honor Society for Business Acumen. Outside of work, David enjoys spending time with his wife and daughter, socializing with friends, watching hockey and flying as a private pilot.