FREE EDUCATIONAL SEMINAR

Attend this workshop and learn:

  • Key considerations for building a tax-efficient retirement income plan

  • How to create a reliable retirement income plan designed to last through your lifetime

  • Strategies to maximize Social Security income

Is your retirement plan built to handle changing rules and rising costs?

Join our free educational seminar to gain a clearer understanding of recent Medicare updates, how current legislation could influence your retirement benefits, and key considerations for building a well-structured retirement and Social Security income plan. You’ll also receive a complimentary resource packet to help you review your options at home. There is no cost and no obligation, just straightforward information to help you make informed decisions. Reserve your seat today, as space is limited.

retirement planning

No Charge to Attend.
Seating is limited, so sign up today! This event is not sponsored or endorsed by the library - neither is the presentation.

Simpsonville Public Library

Topic: Retirement Planning, Tax Strategies & Social Security Maximization

626 NE Main St, Simpsonville, SC 29681

Tuesday - March 3rd
@ 6:30PM

Mauldin Senior Center

Topic: Retirement Planning, Tax Strategies & Social Security Maximization

203 Corn Rd, Greenville, SC 29607

Thursday-March 5th
@ 1:00PM

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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