IMPORTANT RETIREMENT INCOME PLANNING WEBINAR FOR GEORGIA BABY BOOMERS
Maximizing Your Retirement Income & Social Security Benefits
Gain control of your retirement income plan—costly, irreversible mistakes could leave thousands of dollars on the table!
There are many unknowns and risks in retirement to consider. Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS?
During this Virtual, Information-Packed Workshop, You Can Discover:
Ways to lock-in historically low tax rates now, before Biden's 2021 proposed tax changes* go into effect.
Planning for rising health care premiums that cost the average retiree hundreds of thousands of dollars in retirement.
How to create guaranteed income in retirement and protect your savings from market volatility.
Social Security timing and claiming strategies to help maximize your benefits.
How to preserve your assets to create a lasting legacy for your loved ones.
Medical expenses represent bankruptcies in retirement*.
67% of all personal
Sounds crazy, but it's true. Think about it: A couple that turned 65 in 2020 can expect to pay $295,000 out-of-pocket on health care costs in retirement. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?
About Your Host
As President and Co-Founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients with the right tools for planning and executing retirement strategies. For more than 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to ensure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
As an author, speaker, and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process, and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark continuously educates himself and his staff on financial-related issues.
Mark is happy to perform a no-cost analysis that provides an accurate snapshot of where you stand when it comes to being prepared for retirement. He is knowledgeable and can answer your pre- and post-retirement questions, always explaining the various options available to help relieve the stress of retirement. Mark also has a deep understanding of federal benefits and can offer guidance to help federal employees with their retirement decisions.
Mark has three adult children, four grandsons, and two granddaughters. He is an ordained elder and is also involved in international mission work.
Mark Fricks, RFC®️, ChFEBC℠ President & Co-FounderInvestment Advisor Representative
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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. The presenter 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 presenter 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.