Plan for a More Confident and Fulfilling Retirement
Join our educational event to discover key strategies for smarter retirement planning. Reserve your spot now and take a step toward a more secure future.
Click the button below to sign up today.
We'll Cover Essential Retirement Planning Topics:
Navigating the Secure Act 2.0: Discover how recent legislation has changed the retirement landscape for IRA owners and what it means for your financial planning.
Income Optimization Strategies: Learn how to create lifetime income while balancing growth and safety in today's turbulent market environment.
Investment Risk Management: Explore approaches to selecting the right investments for your personal risk tolerance to help manage market volatility.
Healthcare Planning: Understand the upcoming 2025 Medicare changes, coverage gaps, and new long-term care protection options available to you.
Asset Protection Solutions: Gain insights on legacy planning, IRA/Roth conversion strategies, and modern uses of life insurance to help protect your wealth.
About Your Host(s)
Joe Barreiro is a seasoned professional retirement planner, helping his clients from pre-retirement through post retirement. He feels it is important to understand all aspects of retirement, such as how taxes affect you in retirement, how to minimize risks and ways to generate higher retirement income. He also specializes in all aspects of Social Security and Medicare and much more.
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