Tuesday, June 18

Retirement Benefits Lunch

Join us for a fun evening celebrating retirement benefits on June 18, 2024, at 12:00 PM!

By Joe Pierman

Date and time

Tuesday, June 18 · 12 - 4pm CDT

Location

Courtyard by Marriott-Sugar Land/Lake Pointe

16740 Creekbend Drive Sugar Land, TX 77478

Agenda

12:00 PM - 1:00 PM

Meet & Greet

1:00 PM - 2:00 PM

Food Served

Lunch menu- Assorted Sandwiches, Garden Salad, Fresh fruit, Chips, Chocolate Chip Cookie

2:00 PM - 3:00 PM

Presentation

James Bischoff

3:00 PM - 4:00 PM

Q&A

About this event

Join us for a complimentary lunch to learn how to close the retirement income gap from an approved financial professional. Get answers to your questions regarding your pension and retirement benefits.

Frequently asked questions

What will my pension provide?

During the lunch we will provide general pension information. Each person's specific pension will vary depending on personal factors that we will also review.

How can I fill my income gap in retirement?

Our financial professionals utilize a reverse-engineered planning approach to provide you with the income you need in retirement, so you never run out of money and suggest goals for nest egg accounts.

What will this lunch cost me?

This lunch is free for all registered attendees.

How can I assure my income will last in retirement?

Using a blend of strategies and account types with lifetime income for financial security.

What retirement options do I have?

We will review specific applicable retirement options such as Pension, Annuity, Life insurance, Social Security as well as tax free and taxable retirement accounts.

Texas Pension: What Tier are you in?

The question will be answered in event or meetings with the financial professional.

Organized by

Joe Pierman

If you have any questions or concerns, you can easily get in touch with Joe Pierman. Reach out to him by sending an email to jpierman@uniret.com or giving him a call at (704) 737-5114. Feel free to use either contact method to address any inquiries you may have, and Joe will be happy to assist you.