You’re invited to a FREE 2-Day Course

Retirement Today to begin preparing your tomorrow!

Pre-retirees and Retirees: the time has come to stop

thinking about your retirement and actually live it.

We’ll take care of everything you need without you having

to worry about a thing.

Come join us and make your retirement one remember.


ATTN: Baby Boomers!

Planning for retirement may be one of the most important things you do in your life. It’s easy to think about what’s next for you once the working years are done, but planning for a comfortable retirement can help you enjoy your time away from a job. Retire today and live the retirement that you have always dreamed of! We pride ourselves in helping our clients to achieve their goals by providing outstanding customer service from start to finish.

Pre-Retirees and Retirees Shouldn’t Miss This Class

Retirement has changed and the best person to protect your retirement is YOU.

Retiring has changed from what it used to be.

Many pre-retirees and retirees in the past depended on a pension or Social Security, but the baby boomer generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true Education. At Retirement Today, you’ll discover how to navigate this new landscape and better achieve your retirement goals.


We want you to leave our workshop feeling more prepared and ready than ever for life after work. As part of this course, you’ll receive materials created especially to help you follow along with the teaching. Designed for you to reference through your journey, the workbooks will include sections for note-taking and personal feedback.


You’ll discover:

  • • New federal tax code and standard deductions.
  • • Social Security and “taxation surprise.”
  • • A wide variety of financial tools and retirement income.
  • • Healthcare, long-term care, life insurance, and estate planning.
  • • Market volatility and the potential danger.
  • • How to leave your legacy to loved ones.

Register now for Retirement Today to begin preparing your tomorrow!

Course Overview

Taxes

• Deductions in Retirement

• The New Tax Code

• Tax-Deferred Accounts

Social Security

• When Should I Claim Social Security Benefits?

• The Break-Even Point

• Working After Claiming Benefits

Health Care, Long-Term Care, Life Insurance

• Health Savings Accounts

• What is Long-term Care Insurance?

• Types of Life Insurance?

Estate Planning

• Estate Planning Terms

• How to Choose Beneficiaries

Income

• Income Needs

• Sequence of Returns

• Social Security

• RMDs

• Annuities

• 401(k)s & IRAs

• “The Rule of 100”

Financial Tools

• Risk-Reward-Cost

• Standard Deviation

• Drawdown

• Average vs. Actual Returns

Hurry Up! There are Only 8 Seats Available So Register Now.

LUNCH WILL BE SERVED!

When: 2 Saturdays

September 24th and October 1st

Time: 11:00am-1:00pm PDT


Where: Our Office

23133 Hawthorne Blvd, Ste B16

Torrance, CA 90505

Visit👉 www.strategicassetpreservation.com



REGISTER NOW!!

About Your Host Angelica Roxas

  • An astute professional who has 21+ years experience as an Investment Advisor Representative

  • Registered with California Tax Education Council (CTEC)

  • Certified in Social Security Claiming Strategies

  • Founder and President of Strategic Asset Preservation, Inc.

  • Recognized and published by Forbes for her Social Security expertise

  • Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).

  • She has been recognized in the Wall Street Journal for her leadership role.

Disclosure: Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor. Optivise and Strategic Asset Preservation, Inc. are independent of one another.