Your Retirement Plan: A Reality Check

Name: Your Retirement Plan: A Reality Check
Start: 2025-09-25T18:30:00-04:00
End: 2025-09-25T20:00:00-04:00
Location: 3554 Clemmons Road, Suite 001, Clemmons, NC, United States, North Carolina 27012

Schedule

Thu Sep 25 2025 at 06:30 pm to 08:00 pm

UTC-04:00

Location

3554 Clemmons Road, Suite 001, Clemmons, NC, United States, North Carolina 27012 | Clemmons, NC

If you are approaching retirement or already retired, this workshop is for you! Join us Thursday, September 25th or Tuesday, September 30th at 6:30PM in Clemmons for our workshop YOUR RETIREMENT PLAN: A Reality Check. Seating is limited and advanced registration is required.

The world is changing. Is your retirement plan changing with it? Are you concerned about outliving your money, protecting your assets from market volatility, high fees or how to finance medical needs such as Long-Term care?
Is it time for a reality check when it comes to your retirement plan? A comprehensive and sustainable retirement plan is much more than consistently putting funds in your 401k or 403b! At this workshop you’ll learn how to:
• Create predictable income once you aren’t bringing in a paycheck
• Take advantage of tax efficiencies including new provisions within the BIG BEAUTIFUL BILL
o Are you up to speed on changes to standard deductions and taxation on Social Security potentially putting more in your pocket?
• Tactically position money to withstand volatile market and prevent major losses
• Determine which Social Security option will put the most money in your pocket
o Learn more about the viability of Social Security going forward
• Protect your assets from the impact of health care costs
• Understand the impact of cutting fees and adding more to your bottom line
• Provide for any legacies important to you

Register at https://www.thewealthguardians.com/events/
WHAT MAKES US DIFFERENT?
For 25 plus years, our expertise has helped clients identify and achieve their retirement goals with peace of mind to enjoy the life they’ve created. We specialize in retirement planning for those aged 59 to 75. Financial education is one of our core values and we are bound by fiduciary standards and value relationships over transactions.
The material covered during these events is most applicable for adults between the ages of 59 and 75. In addition, the tax and Social Security strategies we discuss are designed for those who have saved at least $400K or more for their retirement. Please no children, brokers, advisors or other agents.