What You'll Learn

Income: How to avoid running out of income during retirement; learn strategies for drawing income and which sources to consider tapping first.
Taxes: Find out how the 2018 Tax Law Changes may impact your current retirement strategy and estate.
Social Security: Key considerations before deciding when to collect Social Security income benefits.
Retirement Planning: Some of the biggest potential threats to your retirement lifestyle; ways to prepare for the expected — and the unexpected.
Market Volatility: Learn strategies that can help protect your savings from potential tax increases, market volatility and also help address inflation concerns.
Estate Preservation: Ways to help ensure that you are paying less in taxes and passing more on to your family.

Feature Speaker

Eric Lovett
Lovett & Associates

Eric Lovett is a financial professional with Lovett & Associates and the son of Kendall and Vickie Lovett. Eric has over 17 years of experience in the financial service industry and has been recognized by top groups including The Million Dollar Round Table. He is passionate about working with retirees to help preserve principal and build meaningful wealth.

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Don’t miss this informative insurance sales presentation designed to help you make informed decisions for your retirement. Please note that the presenter can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution. Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency. Securities offered through Questar Capital Corporation, Member FINRA/SIPC. Lovett and Associates is independent of Questar Capital Corporation. Insurance services also offered by representatives of Lovett and Associates. TC18660 (01/19)