Retirement can be full of questions and it’s common for retirees and those approaching retirement to have fears about maintaining a comfortable lifestyle in an era of volatile markets, loss of benefits and income, and rising costs of health care. We designed this presentation to discuss 6 of the common “What Ifs” of retirement and present some strategies to address them. We will help you learn to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets.
What if …
- I live too long and develop health issues?
- I face a major market correction?
- I need more income?
- Taxes go up?
- Inflation is high?
- I die early and leave my spouse alone?
July 27th at 11:00 AM
McIntosh & Associates Learning Center
122 S. Main St., Suite 2
Seating is limited. Call our office at 989-692-2200 today to reserve your spot!
Spouses are encouraged to attend!