Strategies to Maximize Retirement Income
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!
Oakton Community College - Room A145
7701 North Lincoln Ave.
Skokie, Illinois 60077
DATE AND TIME
TUESDAY, AUGUST 4, 2015, 6:00 TO 7:00 PM or
THURSDAY, AUGUST 6, 2015, 6:00 TO 7:00 PM
Strategies to Maximize Retirement Income
You are invited to our complimentary workshop on Practical Strategies to Maximize Your Retirement Income. If you are approaching or have already been enjoying retirement, one of your main concerns is maintaining your assets and not running out of money.
The right Social Security planning strategy could be worth more than $100,000 in lifetime benefits. Finding the right strategy means sifting through 567 different filing combinations, choosing the right investment strategy and maximizing tax efficiencies. Take the guess work out of one of the most important decisions affecting your financial future.
IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:
- Ways to increase income by 10%, 20% and even 30% when the market fails or simply under-performs.
- Five (5) questions to ask your current financial advisor to increase your retirement income by 20% or more.
- How to determine how much annual income you will need in retirement, how much you can afford to withdraw from your assets for annual living expenses and the best ways to generate income from your assets.
- How to maximize the impact from Required Minimum Distributions (RMDs) and avoid a possible 50% IRS penalty.
- How to create steady, predictable retirement income while maintaining the quality lifestyle you have become accustomed to, including vacations and spending time with loved ones.
ABOUT THE PRESENTERS
Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 800-955-6193 or complete the request form below.
I AM INTERESTED IN ATTENDING THIS COMPLIMENTARY EDUCATIONAL WORKSHOP.
SAM MCELROY, PSYD, NSSA
As a managing principal of financial services brokerages Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, as is currently exploring unique insights with respect to the psychology of personal finance.
TAD COOK, NSSA
Tad Cook, NSSA is Managing Broker of both @financial and @financial Investments, and is instrumental in its management and daily operations. In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firms investment strategies and portfolio management. Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual. Tad is a National Social Security Advisor, certiﬁed by the National Social Security Association, which oversees the certiﬁcation of advisors specializing in Social Security planning. Prior to joining @Financial, Tad spent 23 years in corporate sales and sales management with several consumer product manufacturers, and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments; Retirement Planning; Insurance; College Planning; Business Services; and Estate Planning.
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@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.