Retirement U Dinner in Gainesville, FL

1714 Southwest 34th Street,Gainesville FL 32607

09 December, 2021

Description

Join us for an educational workshop discussing Social Security, Estate Planning, and Medicare/Medicaid Planning. WHO SHOULD ATTEND THIS COURSE You will find this course relevant and informative whether you are looking to retire or are already retired. Regardless of your stage in the process, you will learn proven strategies that will help you preserve and build wealth while generating the income you need to sustain your desired retirement lifestyle. WHY THIS CLASS MATTERS The retirement landscape today is a lot different than that of the past. Gone are the days of receiving a pension and gold watch after spending 30 to 40 years on the job. As pension and benefits continue to fade most people are largely responsible for their own retirement income. BALANCED FINANCIAL INFORMATION This course is designed to give you an exhaustive and comprehensive view of financial education from an unbiased source. You will uncover the many pitfalls that threaten pre-retirees and retirees in today’s world while in a non-sales, educationally oriented environment. Retirement account distribution methods that are helping retirees avoid 3 major TAX pitfallsSecrets used by the wealthy on positioning retirement accounts in ways that can help protect them from a major economic crashHow your current portfolio is diversified and simple strategies to make it betterStrategies on how to test investments and products before you buy themSecrets to knowing when and why you should make adjustments to your retirement account investmentsHow to test your retirement plan every year to make sure you are on target with your investment goals and income needs How to create a sustainable income plan that can help finance the retirement you’ve dreamed ofAdvisory services are offered through Kingsguard Capital LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Safegrowth Financial LLC and Reliant Retirement, an affiliated company. Jessica Cervinka is the founder of Kingsguard Capital & Safegrowth Financial. Jessica is a Fiduciary Financial Advisor and Insurance professional specializing in providing Independent, exclusive and customized retirement lifestyle protection and wealth management. She helps provide retirement income strategies to central and northern Florida and is a member of NAIFA and BBB. ​Kingsguard Capital’s business philosophy is based on honesty, transparency and loyalty. We expect to earn your confidence through collaboration, which empowers you to make informed decisions based on your unique situation. Our priority is to protect and grow your wealth, and since we’re independent, we work for you, not insurance or investment corporations. We’re dedicated to helping you protect and grow your retirement income through strategies that meet your objectives and goals. My approach is unique, direct and customized to each individual I work with. I understand that what has previously worked for you may not be the plan of action through your retirement years. When your paycheck stops, you have to depend on what you have saved, to supplement your Social Security. Most retiree's biggest concern is running out of money. Preparing yourself for a confident distribution phase starts at the foundation, the stronger it is the better outcome against any storm.