Are You Confident You've Saved Enough For The Retirement You Deserve?
This is a must-attend in-person event for people over age 55 in the Boston area!
The World Of Retirement Planning Has Changed
This isn’t Your Grandfather’s Retirement – and the old tools weren’t built for retirement in today’s world.
At this COMPLIMENTARY event we will discuss:
- Learn ways to avoid the most common retirement planning mistakes that could potentially cost you thousands
- Discuss four of the biggest risks to a secure retirement – and how to overcome them.
- Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts you own when you retire.
- Learn what smart investors do to help avoid market losses but still grow their savings.
Event Details
Tuesday June 11th
-or-
Thursday June 13th
Both events are 11:30am start time
Del Frisco’s Grille
60 University Ave.
Westwood, MA 02090
Here's what you'll learn:
Social Security
Did you know there are 567 ways to claim your Social Security benefits? Learn the ways to help ensure you're optimizing your benefits!
Income Planning
Time your withdrawals from each account to help ensure you reduce taxes and get more income!
Required Minimum Distributions
Understand the recent changes to Required Minimum Distributions and ways to help avoid costly penalties.
The SECURE Act
made it even more important to take advantage of today's low tax brackets
Roth Conversion
Is now really the right time for you to consider a Roth IRA Conversion?
4 Headwinds
You'll face as you get closer to retirement, and how you can address them.
Who We Are
We are Rubino & Liang Wealth Partners:
We handle the many aspects of retirement planning, such as investment management, creating your own pension or income plan, protecting your assets from future potential long-term care costs, and creating estate plans to protect your assets for your family.
In other words, we make your assets work for you so they last throughout your retirement, no matter how long it lasts.
Sam Liang
John Conley
Ryan Marston
You Have Questions
We believe the world of retirement planning has changed, and the old tools weren’t built for retirement in today’s world.
Too many retirement plans today are static. You often hear the term “roadmap”, but in reality, you need a GPS GUIDE.
So, are YOU creating something that can adjust with the world as it changes?
Register Today!
Event Details
Tuesday June 11th
-or-
Thursday June 13th
Both events are 11:30am start time
Del Frisco’s Grille
60 University Ave.
Westwood, MA 02090
Boston area office
189 Wells Avenue, 3rd Floor Newton, MA 02459
Disclosure
Office Phone
Phone: (617) 630-8787
Fax: (617) 630-8325
