Could you be leaving retirement income dollars on the table?

Your Retirement Reality offers a holistic approach to financial wellness. Our workshops are designed to inform guests with the knowledge they need to take control of their finances and make a plan for the future. Your Retirement Reality is dedicated to spreading financial literacy by providing complimentary informational resources directly to the public.
Your Retirement Reality offers a holistic approach to financial wellness. Our workshops are designed to inform guests with the knowledge they need to take control of their finances and make a plan for the future. Your Retirement Reality is dedicated to spreading financial literacy by providing complimentary informational resources directly to the public.

Our Commitment is to:

  • Provide current and relevant information at our interactive and entertaining workshops
  • Recommend practical courses of action that will enable individuals to take charge of their finances
  • Provide a holistic and product agnostic approach to financial wellness

Workshop Topics:

Social Security Maximization

  • Claiming rules for married couples, divorced individuals, and minor children
  • Strategies and time limits that could potentially increase your benefits
  • How cost-of-living adjustments affect your Social Security
  • Breakeven analysis: Should you collect at age 62, 66, of 70?
  • Delayed retirement credits

Legacy Planning

  • Dealing with death and estate taxes
  • Wills and trusts
  • Probate and your estate
  • Choosing an executor
  • Lifetime giving exclusion
  • Unlimited marital deduction
  • Tax-free inheritance

Retirement Income Planning

  • How not to outlive your money
  • Running the retirement marathon
  • How taxes and inflation impact retirement
  • Exit strategies
  • RMD’s
  • Stretch IRA’s
  • Long-term care considerations

Federal Employees

  • Pre-Retirement, Mid-Career, Early Career savings options
  • Thrift Savings Plan catch-up, and loans
  • Long Term Care
  • Employee Benefits
  • The rules of the game
  • Exit strategies
  • FEGLI options
Upcoming Workshops:

“Temecula, CA – Maximizing Your Retirement Income”
Thursday, July 20 or Thursday, July 27 from 6:00 p.m. to 8:00 p.m.
Bailey’s Old Town Restaurant located at 28699 Old Town Front St, Temecula, CA 92590
Sign-up Here

“Arlington, TX – Maximizing Your Retirement Income”
Tuesday, July 25 from 6:00 p.m. to 7:00 p.m.
Pappasito’s Cantina located at 321 W. Road to Six Flags, Arlington, TX 76011
Sign-up Here

“Lenexa, KS – Maximizing Your Retirement Income”
Tuesday, July 25 from 6:00 p.m. to 7:30 p.m.
Grand Street located at 8815 Renner Road, Lenexa, KS 66219
Sign-up Here

“Shawnee, KS – Maximizing Your Retirement Income”
Wednesday, July 26 from 6:00 p.m. to 7:30 p.m.
Hereford House located at 17244 Midland Drive, Shawnee, KS 662179
Sign-up Here

“Joplin, MO – Maximizing Your Retirement Income”
Tuesday, July 25 or Thursday, July 27 from 5:45 p.m. to 8:00 p.m.
Mythos Euro Greek Kuzina located at 1306 S Range Line Rd, Joplin, MO 64801
Sign-up Here

“Arlington, TX – Maximizing Your Retirement Income”
Tuesday, July 25 or Thursday, July 27 from 6:30 p.m. to 8:00 p.m.
Pappadeaux Seafood Kitchen located at 1304 E Copeland Rd, Arlington, TX 76011
Sign-up Here

“Flowood, MS – Maximizing Your Retirement Income”
Thursday, July 27 from 6:30 p.m. to 8:30 p.m.
Table 100 located at 100 Ridge Way, Flowood, MS 39232
Sign-up Here

“Stuart, FL – Maximizing Your Retirement Income”
Wednesday, August 2 from 6:00 p.m. to 7:00 p.m.
LouRónzo’s Italian Fusion located at 301 S Colorado Ave, Stuart, FL 34994
Sign-up Here

“Jacksonville, FL – 7 Steps to Retirement Income Stability”
Tuesday, August 8 from 11:00 a.m. to 1:00 p.m.
San Jose Country Club* located at 3985 Hunt Club Rd N, Jacksonville, FL 32224
Sign-up Here

“Hilliard, OH – College Financial Planning Night”
Tuesday, August 8 from 6:30 p.m. – 7:30 p.m.
Columbus Metropolitan Library – Hilliard Branch located at 3985 Hunt Club Rd N, Jacksonville, FL 32224
Sign-up Here

“Gahanna, OH – Investing 101: Fundamentals, Options and Methods of Investing”
Wednesday, August 9 from 6:00 p.m. to 7:30 p.m.
The Barn at Rocky Fork Creek located at 1370 E Johnstown Rd, Gahanna, OH 43230
Sign-up Here

“Phoenix, AZ – Maximizing Your Retirement Income & Social Security Benefits”
Tuesday, August 8 or Thursday, August 10, from 6:00 p.m. to 7:00 p.m.
Paradise Valley Community College located at 18401 N 32nd St, Phoenix, AZ 85032
Sign-up Here

“Kansas City, KS – Maximizing Your Retirement Income”
Wednesday, August 9 from 6:00 p.m. to 8:00 p.m.
Dave & Busters: Legends Outlets located at 1843 Village W Pkwy #201, Kansas City, KS 66109
Sign-up Here

“The Villages, FL – Maximizing Your Retirement Income”
Thursday, August 10 or Tuesday, August 22 from 10:00 a.m. to 12:30 p.m.
The Waterfront Inn, 1105 Lake Shore Dr, The Villages, FL 32162
Sign-up Here

 

Participating Presenters:

By attending this seminar, you may be solicited for the possible sale of an insurance product. No legal, tax, investment or accounting advice will be provided. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. The presenters of this seminar are licensed insurance agents—for legal advice regarding your specific tax situation see your tax advisor or attorney. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
This material is not intended to be legal or tax advice. The insurance agent can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The insurance agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov. 15864 – 2016/7/1