OneSource Wealth Management’s Post

🚨 ATTENTION RETIREES & PRE-RETIREES 🚨 📅 FREE Retirement Planning Workshop & Dinner - October 2nd! 💼 Don’t let crushing inflation, taxes, and regulation wipe out your retirement savings! Join us for "Legacy Wealth Generator", a complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory in Roseville. ✅ Protect and grow your retirement savings during these challenging and uncertain times. Learn valuable retirement asset protection and enhanced income strategies to minimize risk and maximize income—whether you're nearing retirement or already enjoying it. 🎤 Leading the discussion will be OneSource Wealth Management’s John Scambray and Giuseppe Visconti. 📝 YOU WILL LEARN: Retirement Asset Protection Enhanced Income Strategies Get answers to your most pressing questions: 💡 How can you reduce your risk? 📈 How can you increase your income? 📊 What are the best ways to maximize asset growth? 💼 What investments should you consider for 2024? 📉 Are your investments inflation-proof? 💵 Are your retirement assets or income down? 📅 Join us on Wednesday, October 2, 2024, from 6:00 PM to 7:30 PM 🍽️ Register here for this FREE DINNER event at Old Spaghetti Factory in Roseville: 🔗 https://bit.ly/3z65T9w 📆 One-click add this event to your digital calendar: 🔗 https://evt.to/eedmmshgw

TOMORROW EVENING! ATTENTION RETIREES & PRE-RETIREES! FREE Retirement Planning Workshop & Dinner May 29th Don't Let Crushing Inflation, Taxes, and Regulation Wipe Out Your Retirement Savings! Join Us for "Legacy Wealth Generator" a Complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory. Protect and grow your retirement savings during challenging and uncertain times. Learn retirement asset protection and enhanced income strategies to minimize your risk & maximize your income either before or during retirement. Leading the discussion will be OneSource Wealth Management's John Scambray and Giuseppe Visconti. YOU WILL LEARN: > Retirement Asset Protection > Enhanced Income Strategies Get solutions and answers to the following questions: * How can you reduce your risk? * How can you increase your income? * What are the best ways to maximize asset growth? * What investments should you be in for 2024? * Are your investments inflation proof? * Are your retirement assets or income down? This workshop you do not want to miss takes place tomorrow evening, May 29, 2023. 6:00pm to 7:30pm. There is still time to register.  Register here for this Free DINNER Event at Old Spaghetti Factory in Roseville:  https://lnkd.in/d--4q4R

ATTENTION RETIREES & PRE-RETIREES FREE Retirement Planning Workshop & Dinner May 29th! Don't Let Crushing Inflation, Taxes, and Regulation Wipe Out Your Retirement Savings! Join Us for "Legacy Wealth Generator" a Complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory. Protect and grow your retirement savings during challenging and uncertain times. Learn retirement asset protection and enhanced income strategies to minimize your risk & maximize your income either before or during retirement. Leading the discussion will be OneSource Wealth Management's John Scambray and Giuseppe Visconti. YOU WILL LEARN: > Retirement Asset Protection > Enhanced Income Strategies Get solutions and answers to the following questions: * How can you reduce your risk? * How can you increase your income? * What are the best ways to maximize asset growth? * What investments should you be in for 2024? * Are your investments inflation proof? * Are your retirement assets or income down? Join us Wednesday May 29, 2023. 6:00pm to 7:30pm. Register here for this Free DINNER Event at Old Spaghetti Factory in Roseville:  https://lnkd.in/d--4q4R

🚨 ATTENTION RETIREES & PRE-RETIREES - THIS FREE WORKSHOP IS TONIGHT! FREE Retirement Planning Workshop & Dinner - Tonight, October 2nd! 📅 💼 Don’t let crushing inflation, taxes, and regulation wipe out your retirement savings! Join us for "Legacy Wealth Generator", a complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory in Roseville. ✅ Protect and grow your retirement savings during these challenging and uncertain times. Learn valuable retirement asset protection and enhanced income strategies to minimize risk and maximize income—whether you're nearing retirement or already enjoying it. 🎤 Leading the discussion will be OneSource Wealth Management’s John Scambray and Giuseppe Visconti. 📝 YOU WILL LEARN: Retirement Asset Protection Enhanced Income Strategies Get answers to your most pressing questions: 💡 How can you reduce your risk? 📈 How can you increase your income? 📊 What are the best ways to maximize asset growth? 💼 What investments should you consider for 2024? 📉 Are your investments inflation-proof? 💵 Are your retirement assets or income down? 📅 Join us tonight, October 2, 2024, from 6:00 PM to 7:30 PM 🍽️ Register here for this FREE DINNER event at Old Spaghetti Factory in Roseville: 🔗 https://bit.ly/3z65T9w 📆 One-click add this event to your digital calendar: 🔗 https://evt.to/eedmmshgw

THIS WORKSHOP IS TONIGHT! ATTENTION RETIREES & PRE-RETIREES! FREE Retirement Planning Workshop & Dinner May 29th Don't Let Crushing Inflation, Taxes, and Regulation Wipe Out Your Retirement Savings! Join Us for "Legacy Wealth Generator" a Complimentary Retirement Protection & Planning Workshop and Dinner at Old Spaghetti Factory. Protect and grow your retirement savings during challenging and uncertain times. Learn retirement asset protection and enhanced income strategies to minimize your risk & maximize your income either before or during retirement. Leading the discussion will be OneSource Wealth Management's John Scambray and Giuseppe Visconti. YOU WILL LEARN: > Retirement Asset Protection > Enhanced Income Strategies Get solutions and answers to the following questions: * How can you reduce your risk? * How can you increase your income? * What are the best ways to maximize asset growth? * What investments should you be in for 2024? * Are your investments inflation proof? * Are your retirement assets or income down? This workshop is TONIGHT, 6:00pm to 7:30pm. Limited space is still available! Register here for this Free DINNER Event at Old Spaghetti Factory in Roseville:  https://lnkd.in/d--4q4R

Upcoming Events: “Maximize Your Retirement Income” Two common questions we are asked as advisors are as follows… 1. Will I have enough money to retire? 2. Where should I invest my money? JOIN US AS WE SHARE "How to Maximize Your Future Retirement Income” Participants will learn: - How to substantially increase your future retirement income without saving more. - The importance of understanding how retirement income streams work. - Benefits of implementing a two economic powers strategy. - How much you need to save to reach your retirement income goal. - The ideal place to store your retirement savings. - Program is designed for Pre-Retiree's more than 5 years until retirement. UPCOMING Event Type: Webinar When: Wednesday, May 1, 2024 6:30-8:00 pm Where: Zoom (Link Sent Via Email 1-2 days prior to this event) UPCOMING Event Type: In-Person Seminar When: Saturday, May 4, 2024 9:30-11:00 am Where: Jason R. Breit, Esq., P.C. 48 South Service Road, Suite 400, Melville, NY 11747 - 4th Floor Click the below link to register.... https://lnkd.in/eUz99mc9...

Rethinking 65: How to Redefine Your Golden Years Retirement at 65 no longer follows its traditional path. Your financial planner in Fresno CA understands recent studies reveal that more than 70% of Americans intend to work beyond the standard retirement age. This marks a fundamental change in retirement planning and shows how society adapts to increased life expectancy and new economic realities. Embracing a New Chapter: Redefining Retirement Retirement today offers more opportunities and choices than ever before. Recent research shows that 83% of retirees prioritize flexible access to their retirement funds. This marks a major change from traditional retirement approaches. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement. Contact us today at 559-230-1648 or visit us today at Soutas Financial to see how we can help you Retire ”Your Way!”

Spending time with your grandchildren is a popular retirement goal. If you’re looking to help fund their education or a particular activity for them, you may need to properly budget for it, otherwise it could impact your retirement strategy. I can help you balance education savings like an RESP (Registered Education Savings Plan) with your retirement strategy.

In response to the financial challenges faced by many South Africans, the government is set to introduce a new retirement savings framework known as the Two-Pot system. This approach aims to provide individuals with greater flexibility and access to their retirement funds during times of financial hardship, while still ensuring long-term savings for retirement. Scheduled to take effect on 1 September 2024, the Two-Pot system will apply to all retirement contributions made from this date onwards. Existing savings will remain under the current rules. This guide provides an overview of how the Two-Pot system works and what it means for your retirement planning. #ImportanceOfFinancialPlanning #RetirementPlanning

The two-pot retirement system is coming into effect in less than a month. Here’s what you need to know about this system: https://lnkd.in/dymEAxqA  By staying informed, you can stay in control of your savings and retirement planning. #MatetsiBlueStar #RetirementPlanning #TwoPotSystem