Protecting Your Profits | Avoiding Pitfalls That Can Derail Your Retirement: Workshop

Date(s) - 01/13/2022
9:45 am - 11:00 am

This Workshop Will Review How To Plan To Avoid Financial Pitfalls In Retirement.
Registration is required as seating is limited.

About This Event
Earning More Interest Without Stock Market Risk
• How to potentially earn 4-7% per year without stock market risk.
• How to earn 3% guaranteed for 5 years.

Tax Planning
• How to potentially reduce taxation on your Social Security after you start receiving your benefits.
• How to pay for medical expenses or Long Term Care with tax-free dollars.

Retirement Income Planning
• How to plan for income for life.
• What most agents don’t know or won’t tell you about lifetime income riders.
• Why we don’t prefer lifetime income annuity riders and the fees?
• Alternatives to lifetime income annuity riders.

Avoiding Medical Bankruptcy
• Cost-Effective Ways To Pay For Long Term Care
• How to plan to pay with tax-free dollars without giving up control of your assets.

Estate Planning
• Identifying Holes In Your Estate Plan – Lack of liquidity at death.

Is there a cost to attend?
• No, there is no cost to attend.
Do I need to bring anything?
• No, you will be provided with a pen and paper to take notes.
Will a meal be served?
• There will be bottled water, strong coffee brewed with purified water, chocolate, and snacks yet to be determined.
Will anything be sold at this seminar?
• Nothing will be sold at the event. Our classes are strictly educational. Attendees will have the opportunity to schedule a complimentary visit with Billy Czerkies after the presentation.

This event is designed for individuals and couples age 59 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with Billy Czerkies after the presentation. As a professional courtesy, we ask that those in the financial industry not attend. Attendance is subject to company approval.

OnTrack Financial Group is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee and life insurance licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Virginia and is not an attorney, CPA or securities licensed. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any financial product.


Register Here

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Bookings are closed for this event.