24
Aug
Optimizing Retirement Income Workshop
Description
• Utilizing the two economic powers affecting retirement income.
• Navigating the dangers of the sequence of withdrawal risk.
• Strategizing how to potentially optimize income in retirement.
Presented by: John W. Breedlove III*, CLU® and The Moody Street Group, LLC
When: Wednesday August 24th 12:00 p.m. to 2:00 p.m.
Where: The Offices of The Moody Street Group, LLC
134 Rumford Ave, Suite 201
Newton, MA 02466
Please RSVP to Gary Doodlesack* 617-513-5933 or email gdoodlesack@moodystreet.com
*Registered Representatives and Investment Advisor Representatives of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
*Registered Representatives and Investment Advisor Representatives of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
Date and Time
Wed, Aug 24, 2022
12:00p - 2:00p EST
Location
The Offices of The Moody Street Group, LLC
134 Rumford Ave,
Suite 201
Newton,
MA
02466
Note
Please RSVP to Gary Doodlesack* 617-513-5933 or email gdoodlesack@moodystreet.com