Retirement U Seminar & Dinner in Biloxi, MS

1696 Beach Blvd,Biloxi MS 39531

14 October, 2021

Description

Join us for a free master class and complimentary dinner at White Pillars Restaurant & Lounge. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today.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.Investment advisory services are offered through Foundations Investment Advisors, LLC., a SEC registered investment adviser. Paul Roberts III is the President / Owner of Roberts Wealth Management of Mississippi, LLC.  As an Investment Adviser Representative, he holds a fiduciary responsibility to each client.  Clients have the ease of knowing their financial planning and advice are given with their best interest in mind.  After becoming a client, Paul will be your coach, mentor, and advisor in all aspects of your financial life.  He utilizes his knowledge and experience in the financial industry to implement individualized planning for each client.  Paul’s passion and skillset allows for confident planning for a lifetime. While not in the office, Paul enjoys navigating the waters while fishing and spending time on his boat with family.