Retirement Planning Workshop & Complimentary Dinner in Brentwood, TN

Retirement Planning Workshop & Complimentary Dinner in Brentwood, TN

Seats are limited, get your tickets now!

By Greg Lynch

Select date and time

Starts on Tuesday, May 14 · 6:30pm CDT

Location

Ludlow & Prime

330 Franklin Road #Suite 226B Brentwood, TN 37027

About this event

TOPICS WE WILL COVER:

TAX RATE RISK

  • Why experts say tax rates could double
  • How rising taxes may affect your retirement cash flow
  • The “Catch 22” of 401k’s and IRA’s
  • How lost deductions may affect your taxes in retirement

RETIREMENT INCOME PLANNING

  • The three basic retirement accounts
  • How to accumulate dollars in the right types of accounts for future retirement income
  • What’s better for you: tax-deferred or tax-free accounts?
  • How to define a “true” tax-free investment
  • When should you convert to a Roth?
  • How IRA’s and 401k’s cause Social Security taxation
  • Strategies to reduce or eliminate taxes in retirement

MAXIMIZING SOCIAL SECURITY

  • The causes of Social Security taxation
  • The Social Security thresholds you need to be aware of
  • The real cost of Social Security taxation
  • Strategies to eliminate Social Security taxation
  • Social Security maximization strategies

FILING FOR MEDICARE:

  • How and when should I sign up for Medicare?
  • What do I need to know before enrolling in a Medicare plan?
  • What are Medicare parts A, B, C, and D?
  • Medicare coverage, cost and the need for supplemental insurance.
  • What you need to know during open enrollment.
  • Will you have an Income Related Monthly Adjustment Amount?
  • How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
  • How to get extra assistance paying for prescription drugs in retirement
  • Which plan is right for you

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration? Greg Lynch is not affiliated with any government entities.

Investment advisory services are offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.

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Organized by

Greg Lynch

Greg Lynch, Founder and President of Pivotal PFIS Financial has been in the insurance and financial services industry since 1999. His background includes experience in social security planning, insurance, asset preservation, income and retirement planning. He is passionate about his career and strives for the highest level of integrity and client satisfaction.

Greg is a recipient of national awards including National Gold Eagle Member and the Masters Forum Club. His success can be attributed to his ability to educate his clients, assist them in clarifying their financial goals, implementing a plan of action and providing consistent, ongoing client services. He is committed to helping his clients navigate today’s often challenging financial environments.

Greg’s objective is for each client to have a plan and course of action that brings them financial confidence and peace of mind. He believes in an extensive discovery process to establish goals, prioritize concerns and provide an individualized financial plan for each client. His planning techniques have assisted his clients in maximizing yield with no market risk, reducing taxes, protecting assets from long term care costs and avoiding probate.

Greg is a native of Tennessee and is an avid Titans and Nashville Predator fan. He attended Western Kentucky University, majoring in business. Greg currently resides in Williamson County. His strong commitment to give back to the community is demonstrated through his volunteer activities.