Social Security & Retirement Planning Seminar in Newark, NJ

55 Ludlow St,Newark NJ 07114

14 September, 2021

Description

Join us for an educational seminar at the Training Recreation Education Center! WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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 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 Schedule an Appointment Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. As the Founder and President of Intrinsic Wealth Strategies, Inc my focus is to address issues on Retirement Income Strategies, Problem solving surrounding Business Continuity matters, Risk Mitigation, and Fee-Based Financial Services Consulting.  Throughout my 25 plus year career in the financial services industry, I have committed myself to my clients' financial well-being achieving that end, through membership in Ed Slott's Master Elite IRA Advisor Group, through a fellowship from the Life Underwriters Training Council, and with a certification for Advanced Study in Qualified Retirement Plans. I have been a guest speaker and a featured monthly columnist on a variety of financial and retirement planning topics as well, expanding my message of serving my clients' best interests through sound financial guidance. As a proud father of three sons, and resident of Essex County New Jersey, life's experiences have allowed me to sail on the Nile River in a felucca, climbed the Great Pyramids of Egypt, and visited places as diverse and historical as Cape Town, South Africa and Bahia, Brazil to Anne Frank's House and the Van Gogh museum in Amsterdam. Also, last but not least, mainland China. Both on my travels and in my work, I live each day behind the motto "Working to Live" instead of "Living to Work".