IRA’S, ANNUITIES, AND OTHER SOURCES OF RETIREMENT INCOME

Description
WHAT YOU WILL LEARN
WHO SHOULD ATTEND
Instructor

This two-hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and are exploring the usage of different types of investments for income in retirement. This course is designed to take the confusion out of understanding income sources and provide you with everything you need to know in an easy to understand format to help you determine what income strategies are right for you. This course will show you how to clearly define your own retirement objectives and goals, and equip you with the knowledge and tools necessary to put your plans into action.

• Important facts you should know before purchasing an annuity

• Will Social Security be there for YOU?

• How potential changes in government tax policies could affect your IRA

• Do you need a LIRP?

• How to avoid the perpetual Tax Cycle

• How to reduce or eliminate taxes throughout retirement

• Pro’s and Con’s of Roth IRA’s

• Top mistakes that can cost you big when dealing with IRA’s

• How to perform a stress test on your current portfolio against the most common retirement killers

• Identifying other sources of guaranteed income for life

• Will you run out of money?

• Individuals and couples wanting to gain more knowledge and training about what retirement income sources are available to them

• People concerned about outliving their money

• People who simply want to better understand what they already have in their portfolios

• Anyone who is not 100% sure they will have a good retirement

Mark Charnet

Mark Charnet has designed a customizable roadmap to success which has served a long list of clients on the journey to pursuing their own financial goals. A self-made millionaire, Mark founded American Prosperity Group, a Wealth Management and Legacy Planning Firm, which takes a unique approach to retirement and estate planning. Frequently featured in national publications including Investment News, US News and Forbes, as well as a featured columnist for 6 years in Life and Leisure, a North Jersey publication; Mark is widely recognized for his diligence in developing financial plans that prepare his clients to retire with confidence. With 37 years of experience as a financial expert, it is safe to say Mark has achieved his goal of financially educating and enhancing the lives of everyone he meets. From speaking all over the country delivering his approach to life-long income generation and recently completing his new book, “The Trinity Method of Investing©,” Mark strives to create and deliver the best financial plans possible to his clients and their families. Even interactions with clients who have accumulated significant wealth revealed most were poorly or never educated how to create a perpetual retirement income for themselves and their spouse. Few are preserving, protecting and perpetuating their wealth to their children and charities of they wish to endow. Specializing in wealth management, retirement and legacy planning along with income continuation plans, Mark offers an array of services depending on your goals. Holding credentials including, FINRA Series 6, 63, 26 and 65, Life and Health Insurance licenses, being a Certified Annuity Specialist (CAS) and being a Certified Financial Fiduciary (CFF), Mark possesses the licensing and tools necessary to assist you in all aspects of financial planning to: Maximize your income today while protecting, preserving and perpetuating your wealth for tomorrow!® Mark resides with his wife and business partner, Terry Charnet, in Wayne, NJ. Mark and Terry have been happily married for 32 years, and have 4 children. As well as being an accomplished alpine skier, captain of his own boat, pianist and composer, Mark has served on multiple charitable boards and raises money for various charities and organizations across the globe. In Mark’s opinion charitable giving is the world’s best preventative medicine.

Course Detail