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Heyday Live: Solutions for Retirement's Income Uncertainties

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7807 Baymeadows Rd. East Suite 402, Jacksonville, FL 32259

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You've been to seminars that discuss retirement problems; this event is about solutions.

For retirees and those nearing retirement, there are some common concerns about retirement income- Am I spending too much? Will I deplete my savings? Am I taking too much risk? - This could cause them to lower their lifestyle- spend less, travel less, even go back to work.

The Heyday App offers a possible solution to these uncertainties. Forecast your spending, your income, the costs of your goals and potential risks, including inflation, for the entirety of your retirement. Uncover years where your expenses could potentially exceed your income- and how to help close the gap.

In this free workshop, all attendees, in a friendly, instructor-led class, will use the Heyday App to create a retirement income plan. Bring your laptop or tablet, or one will be provided for you. (Please let us know on your registration which you prefer.)

Your instructor will walk through the app, step by step, and at the end of the class attendees will have a completed strategy. Use your real life numbers, or use sample data to simply learn how to use the app on your own.

There is no cost or obligation for this event and a complimentary dinner will be catered by Maggiano's Little Italy. (Please let us know of any special dietary needs.) Bring your spouse, bring a friend, or come and meet some new friends!

This event is sponsored by Heyday Retirement and held at the local offices of Stratton & Company, a Jacksonville retirement strategies firm. All attendees will be offered a plan review with Stratton & Company. There is no obligation and you can use your completed Heyday plan with your own advisor or agent.

Join us and a group of like-minded retirees for this fun, complimentary dinner event!


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Materials offered by Heyday Retirement, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal or tax advice. Heyday provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor or attorney or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.

By providing your information, you give consent to be contacted by a licensed insurance professional about the possible sale of an insurance or annuity product. You may withdraw your consent at any time.

Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This 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 consult a local Social Security Administration office, or visit www.ssa.gov.
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7807 Baymeadows Rd. East Suite 402, Jacksonville, FL 32259

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