JOIN US FOR A COMPLIMENTARY PRESENTATION

PRINCIPLES OF RETIREMENT PLANNING

Discover Potential Costly Risks That Your Retirement Plan Might Be Facing And Key Principles That Can Help Guide You Around Them

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Thu May 15
The Bistro
6:00pm Eastern - 1085 Lake Murray Blvd Irmo, SC 29063
This Event Is Full This Event Has Already Taken Place
Tue May 20
The Bistro
6:00pm Eastern - 1085 Lake Murray Blvd Irmo, SC 29063
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.
  • Retirement Income – Are you worried about running out of money in retirement?
  • Do you know how volatility in the market may impact your IRA and 401(k).
  • Potential strategies to cover Long-Term Care costs without expensive annual premiums.
  • How will rising interest rates affect your portfolio.
  • How you may increase your interest earnings - while safeguarding your investments from risk.
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Featured Speaker

JB Beckett, Founder

JB Beckett has been an advisor for over 25 years and leads Beckett Financial Group, a specialized financial firm that helps individuals and businesses in the Retirement Red Zone, build Tax-smart Retirement Income Blueprints allowing them the freedom to overcome their concerns about inflation, market volatility, and taxes to retire sooner.

JB, an Independent Fiduciary Advisor, has been featured in Kiplinger, U.S. News & World Report, Fortune, MarketWatch, USA Today and Forbes. JB has received multiple awards including being named the 2023 North American Business Person of the Year by Alignable. He is passionate about serving others through The South Carolina Philharmonic, The Greater CWC and Irmo Chambers of Commerce, and Celebrate Freedom Foundation.

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