The "Retirement Toolbox" Workshop

Join Us SEPTEMBER 20th At 5:30PM

Building a Comprehensive Retirement Strategy

This 45 minute workshop is not just about preparing you for retirement,

but ensuring you thrive in it.

Don't Miss Out – Reserve Your Seat Today!

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Event Details:

September 20th

5:30 PM

Puerto Vallarta Restaurant

1599 SE Lund Ave. Port Orchard, WA 98366

Why a "Retirement Toolbox" ?

You wouldn’t try and build a house using just a hammer;

So WHY would you design a retirement plan without all of the TOOLS?

At the "Retirement Toolbox"

Workshop, you will unlock:

1.- Social Security Maximization: Harness strategies

to optimize your benefits.

2.- Medicare 101: An essential guide to navigating Medicare efficiently.

3.- Reducing Taxes: Explore avenues to mitigate tax impacts in retirement.

4.- Avoiding the Three Greatest Portfolio Killers: Protect your assets from common pitfalls.

5.- Creating Increasing Income for Life: Develop consistent and growing income channels.

6.- Protecting Your Options, Independence, and Dignity: Maintain your freedom and choices through potential health challenges.

7.- Creating an Instant Legacy: Delve into strategies for an enduring estate.

8.- The Value of Having a Coach and a Written Plan: Understand the pivotal role of guidance in your retirement journey.

At the "Retirement Toolbox" Workshop, you will unlock:

1.- Social Security Maximization: Harness strategies to optimize your benefits.

2.- Medicare 101: An essential guide to navigating Medicare efficiently.

3.- Reducing Taxes: Explore avenues to mitigate tax impacts in retirement.

4.- Avoiding the Three Greatest Portfolio Killers: Protect your assets from common pitfalls.

5.- Creating Increasing Income for Life: Develop consistent and growing income channels.

6.- Protecting Your Options, Independence, and Dignity: Maintain your freedom and choices through potential health challenges.

7.- Creating an Instant Legacy: Delve into strategies for an enduring estate.

8.- The Value of Having a Coach and a Written Plan: Understand the pivotal role of guidance in your retirement journey.

The Complete Journey

Your journey to a secure retirement goes beyond just saving. We emphasize a holistic three-pronged approach:

Accumulation: Growing your resources.

Preservation: Safeguarding what you've built.

Distribution: Strategizing your wealth distribution throughout retirement.

AND MUCH MORE!...

After our informative 45-minute session, we invite you to join us for a delightful dinner.

WE ARE LIMITED TO 30 ATTENDEES.

Advisory services are offered by Anchor Financial LLC an Investment Advisor in the State of Washington. Being registered as an investment adviser does not imply a certain level of skill or training.

Anchor Financial and The Medicare Exchange are not affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance products and services are offered through The Medicare Exchange, an affiliated company. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or
former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Anchor Financial is an investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.