Retirement Workshop & Complimentary Lunch in Boca Raton, FL

6000 Glades Road,Boca Raton FL 33431

26 August, 2021

Description

Join us for a complimentary meal and educational seminar at the Capital Grille! WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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. John Pennachio is a 35 year veteran of the financial services industry and a Florida resident for over 50 years. John was the founder and CEO of Highmark Securities and High Mark Financial which grew to 150 financial specialists, and was eventually sold to a large company in 2004. He also served as the President of a large insurance agency with offices nationwide. As the founder of Safety 1st Financial, Mr. Pennachio is committed to your long-term financial security while meeting your short-term goals in retirement clients are not interested in gambling their retirement savings. For that reason, we do not offer any financial vehicle that places your principal at risk.