Complimentary Educational Event at Wally’s Santa Monica

Strategies to Protect and Grow Your Retirement Income

Event Details:

Location: Wally’s Santa Monica

Date: Monday, May 20th 

Time: 6:00 PM PST

Address: 214 Wilshire Blvd.;
Santa Monica, CA 90401

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Note: This event is most suited for individuals and couples who have saved at least $1,000,000 for retirement.

Seating is limited. Wine and charcuterie will be served.
Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop with Complimentary Wine and Charcuterie that will provide you with critical information to help you understand how to protect and grow your Retirement Income Planning. After this class, you’ll be able to make informed decisions about your retirement and understand how your current choices can help keep you financially comfortable for the rest of your life.

What we’ll cover:

  • How to protect and grow your retirement income at the same time.
  • How a proper comprehensive estate plan may minimize or eliminate estate taxes, save time, and leave more money to your heirs.
  • The three basic retirement nest egg accounts.
  • How to accumulate dollars in the right types of accounts for future retirement income.
  • Tax-deferred vs. tax-free accounts: Which one is right for you?
  • How to define a “true” tax-free investment.
  • Strategies to reduce or eliminate taxes in retirement.
  • Strategies to protect your hard-earned retirement nest egg.
  • Social Security timing and claiming strategies to help maximize your benefits.


And much more!

Complimentary Event Registration

Seating is limited.

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Note: This event is most suited for individuals and couples who have saved at least $1,000,000 for retirement

By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
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About Your Presenter

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Michael Todd

The core beliefs of Michael Todd, CEO and Owner of OnPoint Financial Management, are simple and impactful: we want our clients to have the life they’ve always wanted. And not just financially, but personally and professionally. Michael Todd became CEO of OnPoint Financial Management in early 2018.

CA State License Number: 4168697

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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?

The Presenter is not affiliated with the Social Security administration or any other government agency

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Investment Advisory Services are offered through OnPoint Financial Management, a registered investment advisor.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

 

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

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.