Upcoming Workshops

  • IRA and Legacy Planning
  • Social Security Maximization
  • Empowering Women

IRA and Legacy Planning Presentation

This critically timed presentation will help reveal common mistakes retirees and those planning to retire make with their retirement accounts.  It will show you strategies to act upon, such as how to spot avoid and beat common planning mistakes so that you can be more confident with the decisions you make in retirement.

How well is your money being managed right now?

Mistakes are common and may cause serious legacy planning issues that leave your beneficiaries facing enormous tax burdens.  These mistakes may result in the loss of the “stretch capability,” probate, unintentional but required distributions, unintended beneficiaries, and overlooked income tax deductions.

Important Questions to ask yourself:

  1. How will my portfolio survive this year and beyond?
  2. How will I avoid the most common IRA and Legacy Planning Mistakes?
  3. How will Required Minimum Distributions affect the way my Social Security benefits are taxed?
  4. How can I maximize Social Security benefits and minimize costly mistakes?
  5. How can I reduce my tax liability?

There is absolutely no cost or obligation to attend this event; however, reservations are required.  To find out dates and times of this timely presentation, please contact our office.

Social Security Maximization Presentation

In 2015, over 59 million Americans will receive almost $870 billion in Social Security benefits*. The average monthly benefit for retired workers is roughly $1,335 per month. Most of these people don’t realize their monthly income could have been substantially higher if they delayed beginning their Social Security even by one year!

* http://www.ssa.gov/news/press/basicfact.html

At this COMPLIMENTARY event you will learn about:

  • Now VS Later Analysis
  • Spousal Options
  • Impact of Working in Retirement
  • Taxation of Benefits
  • Solving the Income Gap

There is absolutely no cost or obligation to attend this event; however, reservations are required.  To find out dates and times of this timely presentation, please contact our office.

Empowering Women Presentation

Nearly 90% of Women will be solely responsible for their financial situations at some point in their lives.

ARE YOU PREPARED?

FACE YOUR FINANCIAL FUTURE WITH CONFIDENCE

Now is the time to develop the confidence and knowledge you need to make critical decisions that will affect your financial well-being in the future.

Topics we’ll discuss:

  • Why you shouldn’t leave money matters solely to your husband, partner or family
  • How to generate a predictable, sustainable income that meets your retirement goals and objectives
  • Understand the four critical components of your Social Security benefit
  • Learn how failure to distribute your legacy properly may leave your grandchildren disinherited unintentionally
  • Learn how DRASTICALLY your assets can plummet if your beneficiaries fail to stretch your IRA

Inquire Today

For more information on these events and others, please feel free to contact us using the information below. Thank You.

  • Email: info@jones-associates.net
  • Phone: 541-773-9567
  • Toll Free: 888-707-9567