Seminars

Retirement Income Planning

In this seminar on Retirement Income Planning, you'll learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
  • Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

When: Tuesday, September 24, 2019 - 7:00 PM
Where: Brio Tuscan Grille
Located at the Freehold Raceway Mall
3710 US Route
Freehold NJ, 07728
 

Retirement Income Planning

In this seminar on Retirement Income Planning, you'll learn:

  • How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
  • Steps to estimate the amount of money you'll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
  • How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

When: Friday, September 27, 2019 - 1:00 PM
Where: Regus Office
125 Half Mile Road - Suite 200
Red Bank, NJ 07701
 

Social Security - The Choice of a Lifetime

Complimentary Educational Seminar - When should you take Social Security?

Our Guest Speaker, Steven M. Calandra from Nationwide, will discuss Social Security - The choice of a lifetime.

In this seminar on Social Security Retirement Benefits, you'll learn:

  • What your full retirement age is and how your benefit is determined
  • How retiring earlier than, or later than, your full retirement age will affect your Social Security benefit
  • Why it's important to plan together with your spouse, and strategies you can use to boost retirement and survivor's benefits
  • How working after you begin receiving Social Security could affect how much you receive

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Atlas Private Wealth Advisors, Nationwide Investment Services and Nationwide Retirement Institute are separate entities. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice.  We suggest that you consult with a qualified tax or legal advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Atlas Private Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affliate of LPL Financial. This communication is strictly intended for individuals residing in the state(s) of CT, DE, FL, ME, MD, NJ, NY, NC, SC, TX and VA. No offers may be made or accepted from any resident outside the specifc states referenced.
 

When: Tuesday, October 15, 2019 - 7:00 PM
Where: Brio Tuscan Grille at the Freehold Mall
Host: Sandra H. Dalton, CDFA™, ChFC®, MBA
Directions: 3710 U.S. 9, Freehold, NJ 07728