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Create Income in Retirement Beyond Social Security

Event Date: Wed Jan 08, 2020 thru Thu Jan 09, 2020

Event Time: 5:30 PM-7:30 PM

FREE SEMINAR by Paul Loven, Prescott resident & Retirement Planning Specialist,

Wednesday, January 8, 2020 and Thursday, January 9, 2020.

   “I put my clients on cruise control as they drive down the road to retirement.”

 

Paul E. Loven serves as President and CEO of Loven Retirement Planning, LLC, a firm specializing in Retirement Income planning.

He has been living in Arizona for the past 40 years.  Paul was born in Glen Ridge, New Jersey.  Paul is a second generation financial professional. “I follow the Golden Rule.” I recommend to my clients only those products, services and strategies that I would recommend to my own family members if they were in similar circumstances. Paul attended the University of Arizona in Tucson. Paul helps his clients in three critical ways: management, protection and transfer of assets. Paul is known for his transparency, honesty and endless research into developing successful retirement plans. Paul Loven is licensed with the Arizona Dept. of Insurance. Paul lives and works in Prescott.  His wife, Adriana is Director of HR for Drake Cement in Paulden, AZ.

 

About the workshop: 

COORDINATING SOCIAL SECURITY AND RETIREMENT INCOME IN A TAX EFFICIENT MANNER

Why isn't anyone talking about how to convert my retirement accounts into retirement income?

  • Draw retirement income in a tax advantaged way.
  • Collect Social Security while still working.
  • Create a strategy to protect your income and investments.
  • Postpone Social Security income.
  • Ensure you don't outlive your money.
  • Minimize the downside of market exposure.

 

Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.

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