You and a guest are invited to join us for a Complimentary Dinner Event :

Understanding different Retirement STrategies

SPACE IS LIMITED! REGISTration DEADLINE IS Oct. 18th:

OCT. 26th at 11:15 AM FULL
OCT. 28th at 6:15 PM  FULL

Golden Valley Brewery & Restaurant
1520 NW Bethany Blvd., in Beaverton

In this live event, presented by Jim Malanowski, he will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income. 

In this no-cost, no-obligation dinner event, we’ll discuss:

In these challenging times, the Federal government has spent trillions of dollars more than in previous years. What does this mean for taxes, required minimum distributions and your retirement? Join us for this informational live event.

Learn:

UNDERSTANDING THE MARKET

  • The Secure Act of 2019 & What It Could Mean for You
  • Common Problems with Qualified Retirement Plans
  • Why Certain Annuities Are Just As Risky As the Market
  • 3 Types of Market Trends & How They Could Impact You
  • Could Government Spending Impact Your Retirement?

LEARNING ABOUT YOUR ACCOUNTS

  • Fees & Charges – how they work & how to know what you’re paying now
  • The Importance of Mitigating Losses
  • Company Ratings – why they matter
  • Pensions, Annuities, & Retirement Accounts
  • 401(k)/IRA/403(b) and more

TAX & BENEFICIARY ISSUES

  • Tax-deferred and tax-free income options
  • Beneficiary tax considerations
  • Life insurance, annuities, pensions and retirement accounts
  • Tax implications for different retirement options
  • Potential tax-free retirement options

LIFETIME INCOME OPTIONS

  • Getting reasonable rate of return on your money
  • Avoiding market risk with your retirement income
  • Creating an income you can’t outlive
  • Strategies for secure retirement income – for life
  • Securing your wealth no matter what happens in the market

This event is open whether you are an existing client or just wanting to learn more about your options. There is no cost to attend and no obligation.

We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.

OUR CORE PRINCIPALS

James W. Malanowski LUTCF
Oregon Ins. Lic #34228
Washington Ins. Lic #161643
Utah Ins. Lic  #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic: #706764
California Ins Lic.: #4114966

Green Line NW, LLC
Oregon Ins Lic #100293643

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