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  • Our Process
  • Our Team
  • Attend an Event
  • Medicare Solutions
  • Schedule A Meeting
  • Client Login
    • Client Portal
    • TD Ameritrade
    • Fidelity
  • Our Process
  • Our Team
  • Attend an Event
  • Medicare Solutions
  • Schedule A Meeting
  • Client Login
    • Client Portal
    • TD Ameritrade
    • Fidelity
Menu
  • Our Process
  • Our Team
  • Attend an Event
  • Medicare Solutions
  • Schedule A Meeting
  • Client Login
    • Client Portal
    • TD Ameritrade
    • Fidelity
  • Our Process
  • Our Team
  • Attend an Event
  • Medicare Solutions
  • Schedule A Meeting
  • Client Login
    • Client Portal
    • TD Ameritrade
    • Fidelity
Menu
  • Our Process
  • Our Team
  • Attend an Event
  • Medicare Solutions
  • Schedule A Meeting
  • Client Login
    • Client Portal
    • TD Ameritrade
    • Fidelity
Schedule Your Meeting

Seminars & Events

Get your retirement questions answered.

Taking Control of your Financial Future

Old Oyster Factory Restaurant

101 Marshland Rd
Hilton Head Island, SC 29926

We will explain the impact that the Coronavirus may have impacted your retirement.
We will discuss:

  • The Coronavirus impact on your retirement, your family, and how to help protect yourself from the downside of the “Financial Fever”.
  • The most sweeping changes to retirement planning in 30 years – and how to potentially avoid the huge tax implications to you and your family.
  • How to get your hands on a safe financial vaccine to deal with “infected” investments.
  • Learn strategies to help generate income to last to and through retirement.
  • How to help protect yourself against future tax rate increases while enjoying the gains of the rebounding market.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

01/26/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Taking Control of your Financial Future

Old Oyster Factory Restaurant

101 Marshland Rd
Hilton Head Island, SC 29926

We will explain the impact that the Coronavirus may have impacted your retirement.
We will discuss:

  • The Coronavirus impact on your retirement, your family, and how to help protect yourself from the downside of the “Financial Fever”.
  • The most sweeping changes to retirement planning in 30 years – and how to potentially avoid the huge tax implications to you and your family.
  • How to get your hands on a safe financial vaccine to deal with “infected” investments.
  • Learn strategies to help generate income to last to and through retirement.
  • How to help protect yourself against future tax rate increases while enjoying the gains of the rebounding market.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

01/28/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

IRMAA, Medicare, & Retirement Planning

Hilton Head Senior Center

70 Shelter Cove Lane
Hilton Head Island, SC 29928

Join us for a presentation designed for retirees or those retiring soon. We will explain the deciding factor on how much you will pay for Medicare, and how it may impact your retirement income.

01/29/2021

1:00pm

SCHEDULE YOUR PHONE MEETING

Annuities, The Good, The Bad and The Truth

Truffles Café

91 Towne Dr
Bluffton Sc 29910

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

  • The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

02/09/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Annuities, The Good, The Bad and The Truth

Truffles Café

91 Towne Dr
Bluffton Sc 29910

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

  • The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

02/11/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Annuities, The Good, The Bad and The Truth

Truffles Café

91 Towne Dr
Bluffton Sc 29910

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

  • The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

02/16/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Annuities, The Good, The Bad and The Truth

Truffles Café

91 Towne Dr
Bluffton Sc 29910

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

  • The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

02/18/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Women’s Retirement & Estate Planning

Truffles Café

91 Towne Dr
Bluffton Sc 29910

Join us for a presentation over Lunch to discuss the following:

  • 7 retirement challenges women face in retirement
  • How to avoid outliving your money
  • Strategies for safeguarding your legacy for your loved ones

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

02/26/2021

11:30am

SCHEDULE YOUR PHONE MEETING

Tax- Smart Retirement Planning

Hilton Head Inn Beaufort

1500 Queen St
Beaufort, SC 29902

We will explain the latest IRA/401 (k) rules and tax- saving strategies, along with common mistakes that can be avoided.
We will discuss:

  • Why taxes may be the biggest retirement risk you haven’t planned for. You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
  • How you may be able to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
  • How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement.
  • Ways to lessen your future tax burden of Required Minimum Distributions (72) now.
  • How you can benefit from recent tax legislation to reduce your taxes.
  • Estate Taxes are going to back to “historical norms,” what does this mean for you?
  • Learn to take advantage now of a 2-6 year tax window.
  • How to transfer assets and create a legacy tax efficiently.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

03/09/2021

6:00pm

SCHEDULE YOUR PHONE MEETING

Tax- Smart Retirement Planning

Hilton Head Inn Beaufort

1500 Queen St
Beaufort, SC 29902

We will explain the latest IRA/401 (k) rules and tax- saving strategies, along with common mistakes that can be avoided.
We will discuss:

  • Why taxes may be the biggest retirement risk you haven’t planned for. You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
  • How you may be able to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
  • How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement.
  • Ways to lessen your future tax burden of Required Minimum Distributions (72) now.
  • How you can benefit from recent tax legislation to reduce your taxes.
  • Estate Taxes are going to back to “historical norms,” what does this mean for you?
  • Learn to take advantage now of a 2-6 year tax window.
  • How to transfer assets and create a legacy tax efficiently.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

03/11/2021

6:00pm

SCHEDULE YOUR PHONE MEETING
1 2 … 4

Schedule Your

One-on-One

Looking for more personalized guidance? During a 30 to 45-minute meeting, we’ll sit down to discuss your goals and concerns.

  Or give us a call at 864.517.5860

Schedule Your

One-on-One

Looking for more personalized guidance? During a 30 to 45-minute meeting, we’ll sit down to discuss your goals and concerns.

Schedule Your Meeting
  Or give us a call at 864.517.5860
Email:
priscilla.johnson@simplystatedrs.com
jay.johnson@simplystatedrs.com
Phone:
Main: 843.960.0080

Physical Address:
158 State St, Suite B
Bluffton, SC 29910

Mailing Address:
P.O. Box 1260
Bluffton SC 29910
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our firm is not affiliated with the U.S. government or the federal Medicare program.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Simply Stated Retirement Solutions are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection of benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. By submitting this form, you will be contacted by a licensed insurance agent.

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