Sam and his team have been speaking to pre-retirees and retirees for the past 25 years, and they know what worries people the most when it comes to retirement. Using smart strategies, they will show you how simple it can be to enjoy retirement and help protect your estate for your lifetime and for your heirs. In easy-to-understand language, they take the mystery out of the myriad of retirement income options that can give you that much-needed paycheck for life and discuss what products are available today to help protect your principal and your retirement assets.
This workshop is ideal for people 55-70 years old, close to retirement or retired, and who want to learn:
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Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.
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