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SCHEDULE A RETIREMENT WORKSHOP

Learn how your pension benefits WORK and  how to GET THE MOST out of them.

Surprise...you are in the retirement risk zone!

What does it mean to be in the retirement risk zone?

The 10 years preceding retirement and immediately following retirement are what is known as the “retirement risk zone.” During this time prior to retirement, you might not have time to recover from a market down turn and, if you are in retirement, you may have to reduce your income...Both circumstances may reduce your standard of living.

I can help you navigate your way to retirement readiness, in a one-on-one meeting where we will:

  • Review your current retirement plan

  • Identify potential pitfalls that could throw your retirement off-track

  • Explore options available to you to help ensure you can have the retirement you deserve

In the risk zone, time is not on your side.
Contact me today to set up a workshop or personal review!

Will the income from your pension  be enough?
• State pension and retirement benefits review
• Fixed and fixed indexed annuities within 403(b) Plans – how they help fill the gap and guarantee2 income for life
• Learn how longer life expectancies are affecting people's abilities to make their retirement savings last
• How inflation can increase your retirement income gap
• Understand how Social Security may be a part of  your future

THE JT GROUP AND ASSOCIATES

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