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New Generation Retirement Workshop Registration

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Retirement is different today than it has been for previous generations – it may be a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

How much risk is your retirement savings exposed to?

Will you receive your full Social Security benefit?

Can you create a retirement income plan that may last as long as you do?

Do you have access to technology that can make your retirement easier to manage?

Do you have a plan for taking required minimum distributions?

Tax-Smart Planning – Learn how to create a tax-efficient investment strategy. Take advantage of new tax laws that help reduce your taxes throughout retirement.   

Is now the right time to consider a Roth Conversion?

At our Social Security and Retirement Workshop, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.

Is your retirement ready to stand the test of time?

 

For reservations at Brigantine in Del Mar please call 1-800-827-5358

For reservations at Carvers Steak House please call 1-855-410-9671 or online at 148546.ReserveYourSeatToday.com 

Register Today

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Successful Retirement Solutions, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Successful Retirement Solutions, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Successful Solutions, LLC. Successful Retirement Solutions, LLC and Successful Solutions, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Successful Retirement Solutions, LLC, Successful Solutions, LLC and David Nagy are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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