Register for our free, no obligation, 90 minute retirement planning class

How will inflation, low interest rates, and todays stock market impact your plans to retire? Are you comfortable with your Social Security options? Do you have questions about your investment portfolio? Join two local financial advisors as they talk about retirement planning in a post Covid-19 world.

 

 

 

 

 Have questions? Give us a call between 8am-8pm. 240 363-9072

 

 

 

Jon Abbett and John Gracyalny started Financial Advantage Associates Inc. in 1997, leaving behind their fortune 500 company to start their own firm based in Rockville to focus on serving the needs of the local community here in Montgomery County. The firm grew from a 4 person start up to a full service financial company with over 25 plus financial professionals supporting individuals and professionals helping build financial security while helping prepare for the retirement of their dreams. 

Teaching retirement and wealth management classes has been their favorite way to meet the community they work and live in.  Workshop attendees get the chance to meet Jon and John in an educational, classroom style, non-sales setting. If you enjoy the seminar and are looking for an advisor, they hope you will consider them for some portion of your financial services needs but either way we look forward to an opportunity to meet and provide some education. We hope to see you soon!

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When can you successfully retire?

Join our free, no obligation, virtual retirement seminar and discover what it takes to retire.

90 Minute virtual workshop dedicated to retirement's most important financial topics.

 

We will cover:

Section 1: Intro to Retirement Planning

  • Inflations impact on your retirement
  • Healthcare costs
  • Guidelines for how much to have saved up before you retire

Section 2: Social Security

  • How to estimate your monthly benefits
  • The pros and cons of filing early vs. waiting
  • Filing strategies for spouses                                                

Section 3: Investing in Today's Market

  • A long term perspective on the stock market
  • Benefits of diversification
  • Market timing vs. time in the market
  • Understand your risk tolerance

Section 4: Estate Planning

  • Intro to estate planning
  • Understanding various documents
  • Overview of various types of trusts

 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

 

 

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