How To Maximize Retirement Income And Preserve Wealth

An online workshop about how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.

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Online Retirement Income Planning Workshop

Wednesday, March 9th
11:00 AM

Thursday, March 10th
6:00 PM

Tuesday, March 15th
11:00 AM

Wednesday, March 16th
6:00 PM

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Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Tax Planning

How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.

Market Volatility

How to lower the risk of your portfolio while still making good returns.

Social Security

Understanding the latest Social Security rules and how to implement them within your retirement plan.

RMD's

Understanding the Required Minimum Distribution rules, and how to strategically take distributions to best minimize taxation and penalties.

Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this online workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

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Premier Planning Group is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Aaron Cirksena is a Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Registered Address: 115 WEST ST SUITE 400, ANNAPOLIS, MD 21401. Phone: 443-837-2520. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Disclosure of Order Routing Information | Privacy Policy | Business Continuity | Important Disclosures

Although it is possible to have guaranteed income for life with a fixed annuity, there is no assurance that this income will keep up with inflation. There is a surrender charge imposed generally during the first 5 to 7 years or during the rate guarantee period. Index annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks and how the variables are calculated. If you are purchasing an annuity to fund any tax-qualified retirement plan (IRA), you should be aware that this tax-deferral feature is available with any investment vehicle and is not unique to an annuity. Carefully consider the features and benefits of the annuity before making the decision to purchase. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Please complete the form below to register for the online workshop. We will send out a replay of the workshop if you can't make it at the scheduled time.