Exclusive Webinar for Corporate Employees:
We will be having a webinar for employees on Social Security. We'll cover how to reduce the probability of running out of money and how to optimize monthly withdrawals in a volatile market. The webinar will be on: Thursday, May 2nd at 10 AM PST. We’ll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:
Topic: Social Security Guide: 7 Major Missteps to Avoid
Date: 5/2/2024
Time: 10:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Patrick Ray
Topics Will Include:
- Assessing the impact of early vs. delayed benefit collection.
- Maximizing spousal and survivor benefits in retirement planning.
- Exploring the effects of working and collecting benefits simultaneously.
- Staying informed about changes to Social Security policies and provisions.
- Navigating the tax implications of Social Security income.
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Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to secure their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this Link or call us at: 800-900-5867.
A little bit more about Patrick Ray
Patrick Ray has been working with corporate clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Disclaimer: Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor.*We are not affiliated with or endorsed by your company. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.