Master Your Retirement Planning with our seminar "Are You Ready for Retirement?"
Master Your Retirement Planning with our seminar.
Major Challenges
Help ensure your savings last throughout your retirement.
Learn how you may be able to create consistent income and manage your assets.
Prepare for the potential impact of rising healthcare expenses.
Help protect the purchasing power of your assets against inflation.
Why you should attend
1. Professional Guidance
Gain access to a seasoned financial professional with retirement planning expertise.
2. Strategic Insights
Discover proven strategies to help 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
West End Library
525 Peeples St, SW
Atlanta, GA 30310
Saturday, February 1
12:00 PM
NOTE: This event is not sponsored by or affiliated with West End Library.
FINANCIAL SQUARE
8735 Dunwoody Place STE 6
Atlanta, GA 30350
Presenter: Kendall Taylor
Session Topics
Retirement Landscape
An overview of the current retirement environment and key trends.
Tax-Advantaged Accounts
Maximize your contributions to tax-efficient retirement accounts.
Social Security
Strategies for timing your Social Security benefits for maximum gain.
Income Generation
Proven methods to help generate sustainable income in retirement.
Greg Lavelle, MBA
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.