St. Moritz Dinner, Retirement Income Workshop

Great Food and Great Advice!

INCREASE THE SECURITY OF YOUR RETIREMENT

RESERVATIONS REQUIRED! SEATING IS LIMITED AND FILLS QUICKLY

Please join your Roxbury based host and Retirement Income Planner Richard D'Ambola, CSA, CLTC, for a complimentary dinner and maximum retirement income educational experience!

OUR EVENTS ARE ENTERTAINING AND INFORMATIVE!

Join us to learn SEVEN KEYS TO ENHANCING YOUR BENEFITS:

• The basics of Social Security, including “will it be there?”

• Qualifying for income benefits and how they are calculated.

• Learn how retirement income can cause taxation of your Social Security benefits.

• There are 567 ways to claim Social Security. Making the wrong selection may cost you as much as $200,000 in lifetime income. We will show you how to get the most value from this benefit.

• Understanding the impact of spousal and survivor benefits.

• How to Preserve Your Capital, Receive More Income, Decrease your Risk and Reduce your Tax Burden

• The Importance of having a written Retirement Income Plan

This educational presentation is for informational purposes. Strategies presented may include insurance products. No licensed agents, insurance brokers or advisors are allowed to attend. Must be 50 or older to attend. The event is for first-time attendees only. If you have attended a prior seminar we would be happy to schedule a private appointment with you. Not endorsed or affiliated with any governmental entity. We reserve the right to refuse service to anyone.

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Richard D’Ambola & Associates LLC is independent of the CFD companies. Richard D’Ambola and Associates LLC and the CFD Companies are not affiliated with Laurence J. Kotlikoff and their affiliates.

 

Contact Information
  1. Richard D'Ambola & Associates
  2. 973-927-3700
  3. ddambola@cfdinvestments.com
Tue, July 17
6:00 pm — 9:00 pm
Add to My Calendar 07/17/2018 6:00pm 07/17/2018 9:00pm America/New_York St. Moritz Dinner, Retirement Income Workshop

Great Food and Great Advice!

INCREASE THE SECURITY OF YOUR RETIREMENT

RESERVATIONS REQUIRED! SEATING IS LIMITED AND FILLS QUICKLY

Please join your Roxbury based host and Retirement Income Planner Richard D'Ambola, CSA, CLTC, for a complimentary dinner and maximum retirement income educational experience!

OUR EVENTS ARE ENTERTAINING AND INFORMATIVE!

Join us to learn SEVEN KEYS ...

9 White Deer Plaza Sparta, NJ 07871

St. Moritz Grill & Bar

9 White Deer Plaza
Sparta, NJ 07871

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Roxbury
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