Complimentary Educational Event at South County Regional Library in Charlotte, NC

Strategies to Protect and Grow Your Retirement Income

Educational Event Details:

Location: Charlotte Mecklenburg South County Regional Library – Community Room B

Date: Thursday, May 23rd

Time: 6:00 PM

Address: 5801 Rea Road; Charlotte, NC 28277

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Seating is limited.
Nothing will be sold and there is no charge to attend! Library is not a sponsor of the event.

Join us for an Educational Workshop 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. Sign up today to guarantee your seat(s)!

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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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Steven Crawford

Steven L. Crawford, MBA, The Retirement Wealth Coach®, Certified Financial Fiduciary®, National Social Security Advisors® is Managing Partner of FIG Wealth Partners with 23 years’ experience in the insurance and financial services industry working as a “Retirement Income & Advanced Tax Strategist”. Also, Mr. Crawford is co-author of the Amazon Best-Seller “The Success Formula with Jack Canfield” and host to the Nationally Syndicated Show, “Sports Bucks with Steve.” Mr. Crawford is also a hall of famer with a youth sports organization (Pembroke Pines Optimist) in Pembroke Pines, Florida.

In addition, Mr. Crawford was awarded by Forbes as a Top 10 author for his article titled, “What They’re Not Telling Us About Our Retirement Savings.” Mr. Crawford is a member of National Academy of Best-Selling Authors®, member of the National Association of Experts, Writers & Speakers®. He has also been featured in MarketWatch, Fox43, Fox 28, East Coast Sentinel, US Financial News Today and 100 radio and news media outlets throughout the nation.

Furthermore, he has extensive retirement income expertise with a focus on tax advantaged strategies. These strategies main objectives are to secure retirement (with growth opportunities) from stock market volatility that can erode life savings and protect Americans from future tax laws that will have an impact on your retirement income.

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Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Who should attend?

The short answer, anyone who is planning to enter retirement in the next five years.

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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As an extension of the education received in the workshop or course each attendee is entitled to a free one-hour Consultation or Strategy session with Personal Financial Coach (Steven Crawford) in order to further their education and ask personal questions about how the material discussed applies to their own circumstances. The initial Consultation/ Strategy Session is designed to be for educational purposes; however, as a result of this meeting, the need for specific recommendations may arise. All information obtained will be confidential and will NOT be shared with any third parties.

Library is not a sponsor of the event.

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.