Maximizing Your Retirement Income & Surviving Market VolatilityWebinar
Key Considerations When Planning for Retirement During a Pandemic
IMPORTANT WEBINAR FOR GEORGIA BABY BOOMERS
- How the $2 trillion economic stimulus package and election year may affect your plans for retirement.
- Powerful tax strategies that may help you reduce the taxes you pay in retirement.
- How you may be able to protect your retirement from market volatility.
- When to take Social Security, how it is taxed and how to avoid potential tax traps.
- How to ensure you won't OUTLIVE your money in retirement.
- 3 of the biggest tax mistakes Baby Boomers make.
- Understanding other potential risks that may derail your retirement and how you may be able to avoid them.
- And more!
What you'll learn:
- Wednesday, October 14th at 12:00 p.m. EDT
- Wednesday, October 14th at 6:00 p.m. EDT
- Thursday, October 15th at 6:00 p.m. EDT
Spots are limited. Sign up today to reserve your virtual seat! Can't make it? Register anyways and we'll send you the recording!
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format
An opportunity to receive a plan for retirement income that can help ensure you don’t outlive your savings, maximize your Social Security benefits and reduce your tax exposure.
Actionable Next Steps
This workshop combines two empowering elements:
Every webinar attendee has the opportunity to book a complimentary consultation to discuss any questions, concerns or fears for retirement. Those who attend a post-webinar consultation will receive a signed copy of "The Road Less Traveled: Turning Your Retirement Worries into an Excursion of a Lifetime", as well as informative reports that can help increase preparedness for retirement.
About Your Hosts
As president and founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.
For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues. He serves his clients with integrity and they’re always the priority of the plan.
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.
Mark has 3 adult children, 4 grandsons and a baby granddaughter. He is an ordained elder and is involved in international mission work.
Mark Fricks, RFC®️, ChFEBC℠
Founder, President & Lead Advisor
Investment Advisor Representative
Director of Client Services
Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. MasterPlan Retirement Consultants is not affiliated with or endorsed by the Social Security Administration or any government agency.
The presenter of this seminar is not licensed to give advice regarding individuals’ tax situations. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Any references to 'Lifetime Income,' 'Income You Can't Outlive,' or the like refer only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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 presentation is not intended to be legal or tax 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.