Lawrenceville, NJ | RFL 2-Day Workshop | May 2023

ABOUT | PRESENTER | AGENDA | VENUE

Held at Rider University | Lawrenceville, NJ | May 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

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Hours

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Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

Location:

Held At Rider University
2083 Lawrenceville Rd, Lawrenceville, NJ 08648

This workshop will take place in the Fine Arts Building, Room 339. You can view a campus map and how to locate the Fine Arts Building here: https://bit.ly/3H5WGPl

Please look for signage directing you to the appropriate meeting room.

This workshop meets once a week for two consecutive weeks.

– Thursdays, May 11 and May 18, 6:30 PM – 8:00 PM

– Saturdays, May 13 and May 20, 10:30 AM – 12:00 PM

About Your Presenter

Jay Foley

President of MaxGuard Wealth

For more than 20 years, Jay Foley has been serving clients in the financial industry. As President of MaxGuard Wealth and a Wall Street veteran, Jay started his own firm so he could make a difference in people’s lives, informing them about the products that best suit their needs and committing to always working in their best interests.

Jay focuses on mitigating risk and helping provide guaranteed income for life for his clients. Jay feels a strong desire to be of service to his clients and wants his integrity to be visible in every aspect of what he does. Jay holds his Series 65 securities license as well as his life and health insurance licenses.

Jay’s dedicated, personalized service throughout the planning process makes him stand out from the competition. He always does the right thing, even when it’s not the easiest thing, and feels great pride when he can design innovative strategies for his clients that will give them confidence in their plans.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

People between the ages of 50 and 70
Those concerned with their finances and wanting to prepare for market volatility
Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

Options on when to take Social Security
How to define your core priorities
How to develop reliable retirement income
Common reasons retirees run out of money

Why Now?

There’s no better time to create strategies in which you can be confident
Global market volatility necessitates action
The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

Actionable strategies for your retirement plan
In-session workbook to follow
A retirement income planning publication
A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Rider University in Lawrenceville, NJ.

This workshop meets once a week for two consecutive weeks.

Online Form - Lawrenceville, NJ | RFL 2-Day Workshop | May 2023 | ARE-14207

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

MaxGuard Wealth and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under MaxGuard Wealth. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.