Island View Restaurant
5223 Sun N Lake Blvd.
Sebring, FL 33872 United States
Directions
January 24, 2023
6:30 pm - 8:30 pm
SURVIVING RETIREMENT
How to avoid common, yet costly, mistakes, and the 2023 “New Year Financial Update”
Please join us for an informational dinner event for area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary meal after the presentation.
Well-known, local retirement specialist, Phillip Statler, will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, and reduce your tax burden. You will leave with valuable information you can act upon immediately, such as:
- 2023 New Year financial update and actions you need to take in the coming weeks.
- Traditional “safe havens” like Savings, CDs, Bonds and Money Market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
- Outliving your money in retirement is a serious and realistic concern. Find out how to protect yourself and your spouse.
- How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
- Unforeseen threats to your retirement and healthcare that you must be aware of this year.
- What you need to know about your IRA, 401(k), and RMDs. Plus, is a ROTH IRA right for you?
- With interest rates on the rise there are now wealth management strategies and opportunities you need to be aware of in 2023.
Reservations are required. Seating is limited and fills up quickly.
Call our reservation line at: (844) 326-4014 (Toll Free, 24 Hours) or register online at: www.youRSVP.com.
