Major Challenges

LONGEVITY RISK

Ensure your savings last throughout your retirement.

INCOME STRATEGIES

Learn how to create consistent income and manage your assets.

HEALTHCARE COSTS

Prepare for the potential impact of rising healthcare expenses.

INFLATION IMPACT

Protect the purchasing power of your assets against inflation.

Why you should attend

1. Expert Guidance

Gain access to seasoned financial professionals with retirement planning expertise.

2. Strategic Insights

Discover proven strategies to maximize your retirement savings and income.

3. Personalized Approach

Learn how to tailor your retirement plan to fit your unique goals and circumstances.

LIMITED SPOTS ARE AVAILABLE

Ferguson Library
96 Broad St
Stamford, CT 06901

Thursday, October 10
6:00 PM

NOTE: This event is not sponsored by or affiliated with Ferguson Library.

70 Bridge Street, Groton, CT 06340

Presenter: Jordan Whalen

An overview of the current retirement environment and key trends.

Understanding how human behavior affects investment decisions.

Maximize your contributions to tax-efficient retirement accounts.

Strategies for timing your Social Security benefits for maximum gain.

Proven methods to generate sustainable income in retirement.

Founder & Owner

With over 25 years in retirement income planning, Greg focuses on wealth accumulation, tax efficiency, and legacy preservation.

His expertise includes Social Security, Medicare, and long-term care, providing tailored strategies to meet client needs.

Licensed in life and health insurance, as well as annuities, Greg is dedicated to offering reliable, client-focused retirement guidance.