Are You Approaching Retirement & Looking For A Retirement Plan?
Join us for a No-cost Principles of Retirement Event Hosted By
Speaker Shuntel McRaven with JP Financial Group!
Our Event Will Be Hosted At The Allegra Westbrook Regional Library
On Thursday, April 30th @ 6:00 PM!
Principles of Retirement
A foundational retirement workshop for women seeking income confidence and peace of mind.
In our foundational workshop,
Principles of Retirement, we explain how retirement income, assets, and legacy planning work together to support long-term security.
While we always cover the core principles, this session will focus more deeply on
Turning Assets Into Income.
This workshop is ideal whether you’re just beginning to think about retirement or refining an existing plan.
Our Event Will Be Hosted At The Allegra Westbrooks Regional Library
at 6:00 PM on
Thursday, April 30th!
Address: 2412 Beatties Ford Road
Charlotte, NC 28216
At This Workshop, We'll Discuss:
How tax legislation could impact your retirement
Ways market volatility may affect your IRA & 401(k)
Strategies to help reduce the risk of running out of income
Planning for rising interest rates & long-term care costs
Approaches to help safeguard your investments
This is a no-cost educational event created to provide clarity in today's changing economic environment.
Additional Items We Cover At Our Events:
Important Items You Will Learn
Legislative Tax Risk: Learn what is taxed, when it is taxed, and for whom it is taxed.
When to Claim Social Security for Maximum Benefit
Learn how the age you claim Social Security impacts your lifetime income. Discover how early, full, and delayed retirement options affect your monthly benefit - and the best timing strategy for your personal situation.
Avoiding Costly Mistakes That Reduce Benefits
Many retirees unknowingly make errors that permanently reduce their Social Security income. This session will teach you how to avoid penalties, over-taxation, and missteps with earnings limits and benefit timing.
How to Coordinate Benefits with Your Spouse
Understand how to maximize total household benefits by coordinating spousal, survivor, and individual claims. Learn strategies that could potentially increase your combined lifetime Social Security income.
How Social Security Fits Into a Broader Retirement Strategy
Explore how Social Security integrates with your retirement savings, pensions, and income needs. You'll learn how to optimize your income while reducing taxes and preserving your nest egg.
Important Items You Will Learn
Legislative Tax Risk: Learn what is taxed, when it is taxed, and for whom it is taxed.
When to Claim Social Security for Maximum Benefit
Learn how the age you claim Social Security impacts your lifetime income. Discover how early, full, and delayed retirement options affect your monthly benefit - and the best timing strategy for your personal situation.
Avoiding Costly Mistakes That Reduce Benefits
Many retirees unknowingly make errors that permanently reduce their Social Security income. This session will teach you how to avoid penalties, over-taxation, and missteps with earnings limits and benefit timing.
How to Coordinate Benefits with Your Spouse
Understand how to maximize total household benefits by coordinating spousal, survivor, and individual claims. Learn strategies that could potentially increase your combined lifetime Social Security income.
How Social Security Fits Into a Broader Retirement Strategy
Explore how Social Security integrates with your retirement savings, pensions, and income needs. You'll learn how to optimize your income while reducing taxes and preserving your nest egg.
