America’s Retirement Crisis and Seven Strategies to Help ...



America’s Retirement Crisis and Seven Strategies to Help Avoid It

Please join us and learn strategies to help you:

• Preserve your assets & and help decrease the chances of outliving your money

• Generate penalty free income prior to age 59 1/2

• Distribute assets out of retirement accounts in a tax efficient manner

• Construct a portfolio that is designed to help you achieve your financial goals

• Determine if you should consider a Roth IRA conversion

You and a guest are cordially invited to an educational workshop presented by

Anthony DiMaggio, Financial Advisor, Wells Fargo Advisors.

With guest speaker:

Keith Mecca, Senior Consultant, Hartford Funds

• Discussing the 2014 Market Outlook

Michael Lynch, Vice President of Strategic Markets, Hartford Funds

• Discussing if it’s possible to work and collect Social Security benefits at the same time?

• What happens if you claim benefits younger than reaching full retirment age?

• How are your benefits affected if you delay claimimg until age 70?

• Are there advanced claiming strategies available for your situation?

Date: July 9, 2014 - 7:00 p.m.

A complimentary dinner will be served.

Where: Hilton Garden Inn – Fountain Room

1100 South Avenue

Staten Island, NY 10314

Telephone: 718-477-2400

All attendees will receive a complimentary copy of “Your Guide to Estate Planning” CD-ROM.

• This is an interactive, easy to follow tool that helps people learn more about creating and updating their own estate plan – at their leisure, at their pace, and in their own homes.

Free parking will be available. Seating is limited. Please RSVP by calling 212-978-1122 or register at anthonydimaggio.

These events are educational in nature. No company specific products will be discussed. These events are being financially supported by Hartford Funds.

-----------------------

Investment and Insurance Products: (NOT FDIC Insured (NO Bank Guarantee (MAY Lose Value

Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of

Wells Fargo & Company. ©2009 Wells Fargo Advisors, LLC. All rights reserved.

Investment and Insurance Products: (NOT FDIC Insured (NO Bank Guarantee (MAY Lose Value

Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.

©2014 Wells Fargo Advisors, LLC. All rights reserved.

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download