Workshops
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Protecting Your Money in Uncertain Times
The US Government and Federal Reserve have tripled the money supply in the past 3 years, causing inflation of over 35% on food, gasoline and medical care. They have also increased fees and taxes. State governments are doing the same!
How can you ensure the safety of your retirement money, give it a chance to safely grow and have it last a lifetime?
At this workshop we will explore the following topics:
- How to prepare yourself for the likelihood of significant inflation.
- How you may be able to coordinate the timing of IRA distributions with Social Security Income to reduce taxes and increase your net income by as much as 50% or more.
- Why the crush of baby boomer retirements could devastate investment portfolios using the "buy and hold" method.
- Strategies to protect and grow your money with your principal guaranteed.
- How to guarantee an income for life and protect your principal.
- What your broker may not be telling you about the dangers of your stock market investments for the next 10 years - and why!
| When: |
Thursday, March 15, 2012 - 1:30 p.m. and 6:00 p.m. |
| Where: |
The Hilton Garden Inn
101 South Commercial Street
Manchester, NH 03101 |
| Host: |
Legacy Financial Solutions, Inc |
| Phone: |
647-7166 |
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Directions:
In Manchester, off of 293, take Exit 5, Granite Street. Turn East on Granite Street to the next set of lights at the intersection of Granite and South Commercial. Make a right onto South Commercial and drive 1/2 mile and arrive at the Hilton Garden Inn. If using a GPS system, please type in 100 South Commercial Street.
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The Proper Use of an Annuity in Your Retirement Income Portfolio
The annuity was first introduced in America back in 1759 as a way of collecting a pool of money for future payouts. Today's annuity has morphed so significantly that previous critics have turned into some of its greatest advocates. Take Washington Post columnist Jane Bryant Quinn, who now says, "...for people without pensions, the guarantees themselves are attractive, despite the fees." (July 2010)
Today's retiree is learning that there is an important place for annuities in retirement planning. However, it's important to choose the correct annuity for your financial situation and ensure that it works in concert with the rest of your portfolio. When utilized correctly, the annuity can be a very effective retirement income vehicle.
At this workshop we will explore the following topics:
- The three questions to ask yourself when considering an annuity.
- Explore the perils of the investment road in retirement, including such things as inflation, life expectancy and market volatility.
- Understanding the three categories of retirement income needs and how to structure your retirement income portfolio with these in mind.
- Explore today's annuity inventory - which model might be right for you?
- Learn about insurance options that can be added to an annuity.
| When: |
Thursday, March 15, 2012 - 4:00 p.m. |
| Where: |
The Hilton Garden Inn
101 South Commercial Street
Manchester, NH 03101 |
| Host: |
Legacy Financial Solutions, Inc |
| Phone: |
647-7166 |
|
Directions:
In Manchester, off of 293, take Exit 5, Granite Street. Turn East on Granite Street to the next set of lights at the intersection of Granite and South Commercial. Make a right onto South Commercial and drive 1/2 mile and arrive at the Hilton Garden Inn. If using a GPS system, please type in 100 South Commercial Street.
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