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How Social Security, Rising Health Care Costs and Taxes Affect Your Retirement Income

Seminar: How Social Security, Rising Health Care Costs and Taxes Affect Your Retirement Income

Join us on November 19, 2019 here at our offices: 275 Washington Street, Suite 110, Newton, MA 02458.

Our clients are more than a revenue stream, they are friends we care about and people who we want to see happy and successful through every stage of life. We take personal responsibility in ensuring that success, and we seek every opportunity to better inform and expand our support.
 
But we are also living longer with compounding healthcare costs to accompany our later years. Healthcare inflation is the number one factor that will impact our clients’ retirement savings plans and preparation and awareness are more vital than ever.

That’s why we’ve invited, Dan McGrath, one of the country’s leading authorities on the subject of health-related costs and how healthcare inflation will impact retirement for millions of Americans, for an exclusive presentation for our clients. Dan’s presentation will address common retirement issues, such as:
  • The New Tax Bill – How will it impact you and your tax return.
  • Health Care – How to best prepare for the rising costs of healthcare.
  • Retirement Income for Life – How to convert the assets you have saved into retirement income and ensure that your money lasts as long as you do.
Dan McGrath is the Co-Founder of Jester Financial Technologies, a software firm that provides educational software that calculates healthcare costs for individual investors and financial professionals alike. He has spent the past two decades becoming an expert in the field of minimizing Healthcare Costs for Retirees. 
Click here for more information about Dan.
 
Sapers & Wallack is proud to provide thought leadership in this area, and believes that a thorough understanding of these topics will help our clients to achieve financial success in retirement. Our firm has extensive experience working with families who would like to preserve their hard-earned assets, and we look forward to sharing this opportunity to learn from the experts.

Tuesday November 19, 2019

  • Registration & Appetizers from 5:30 pm 
  • Presentation 6:00 pm
  • Expected end time 7:00 pm

Please join us for appetizers prior to the presentation to network and meet with colleagues. Spaces are limited, so please RSVP for this special evening. 
 
If you would like to join us, or have any questions, please contact
Scott Tuxbury, Vice President Retirement & Wealth Managment at Sapers & Wallack:
stuxbury@sapers-wallack.com, 617-225-2600.