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Schedule Your Meeting

Seminars & Events

Schedule Your Meeting Below!

Will the Election Rattle Your Retirement?

• 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.

Michael Anthony's Cucina Italiana

37 New Orleans Rd
Hilton Head Island, SC 29928
(Dinner will be provided)

10/22/2020

6:00pm

Email:
priscilla.johnson@simplystatedrs.com
jay.johnson@simplystatedrs.com
Phone:
Main: 864.517.5860
Jay: 843.384.5989
Address:
158 State St, Suite B
Bluffton Sc 29909
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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