Concerned About Retirement Income?
Discover Time-Tested Strategies To Potentially Squeeze More Income From Your Social Security Benefits
Here's some of the topics we will cover...
Maximize Income • Annuities • Social Security
Tuesday, June 18th or Thursday, June 20th | 6:30 PM
WHO SHOULD ATTEND:
Married couples who dream of traveling and active singles ready for more life and parents who want to leave a legacy and grandparents who love toddler giggles and executive, leaders, and creatives - this workshop is for anyone who needs their money to outlast them and protect the dreams of their future.
Who else is it for?
Anyone who has questions about retirement and find it’s really, really challenging to navigate this vast world of life after work.
• IF YOU NEED A TIME-TESTED, STEP BY STEP PROCESS THIS EVENT IS FOR YOU.
• IF YOU WANT THE STRATEGIES TO KEEP PACE WITH INFLATION, YOU SHOULD ATTEND.
• LOOKING TO POTENTIALLY INCREASE INTEREST EARNING? WE WILL COVER IT AT THIS EVENT.
Learn Time-Tested Strategies
To Help Ensure Your Money Lasts As Long As You Do!
What You're Going to Learn At This Event:
How to Determine Your Best Age To Begin Social Security Benefits.
5 Common Social Security Myths Retirees Believe Have Cost Them Thousands In Lost Benefits.
The Tax Treatment of Social Security Income and Strategies To Potentially Minimize Taxation.
Learn Three of The Top Social Security Strategies For Married Couples That May Allow You To Squeeze More Out of Your Benefits.
How Your Social Security Benefits Work With Your Other Income Sources and Assets To Help Give You A Guaranteed Income In Retirement.
Get Registered Below!
Your Workshop Host Will...
Teach You Everything You Need to Know
Matt Klaess, founding partner of Paradigm Group, is an Investment Adviser Representative with AE Wealth Management. Matt brings a unique, intuitive approach to his client relationships, drawing on extensive experience in the industry, a sincere interest in the well-being of others, and a desire to understand the specific needs and interests of each individual he works with. Matt understands built-in fears about money and retirement. His personal commitment to build ongoing, rich and personal relationships with each client enables him to develop savings and retirement plans that reflect their values and visions and help reduce the angst that limits their ability to truly dream big.
Matt grew up in a large family of eight children and brings that sense of inclusion to his work and personal relationships. His commitment to coaching his son’s local football and baseball teams during his free time speaks to his belief in learning about teamwork and self-development from an early age. As a sports and health enthusiast, he has been enriched by his devotion to both his golf game and his yoga practice, blending these priorities to build wholeness in himself. Matt believes this work allows him a greater sense of connection to the pursuits of his clients in order to enjoy life in the fullest sense. Matt is also involved with various local charitable organizations, offering both his time and fundraising experience to empower his community.
Learn How Your Retirement Income Could Outlive You
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Paradigm Group are not affiliated companies.
Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.
Paradigm Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Paradigm Group is not affiliated with the US government or any governmental agency. 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. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. AE04189110A