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Steven Gaito and Retirement Resource Management are not affiliated with or endorsed by the Social Security Administration or any government agency.

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

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As an Investment Advisor, Darrin McComas helps clients develop a comprehensive retirement income plan and investment strategy that fits both lifetime and legacy goals. Darrin is passionate about showing people common sense ways to diversify their assets so they can enjoy their retirement dreams. Darrin works tirelessly to alleviate the stress that comes with protecting his clients’ hard-earned money. Darrin holds a Series 65 license.

Shon has spent the past 20 years as a retirement planning specialist, where he finds great joy in helping clients protect their retirement assets while building their financial legacies for future generations. Shon started his career working with other retirement professionals around the country, teaching them how they could help their clients optimize their Social Security benefits and retirement income. Today, he works with Retirement + clients to build relationships and work toward financial independence.

SPECIAL GUEST SPEAKERS

DARRIN MCCOMAS

SHON PEIL

BONUS!

Everyone who attends will be eligible to receive a complimentary copy of Shon's Amazon Best Selling Book 'The Retirement Shield'!

Tuesday, March 14th @ 1:00 PM

Delaware Township Community Center

9094 E 131st St, Fishers, IN 46038

Limited Seating, Reservations are Required

During this event, you will learn... 

How current inflation rates are hitting the stock market adversely

Why some pundits are expecting a market correction of 30-70%

How to reduce taxes on your Social Security after you start receiving your benefits

How to protect what you have without being forced to change your lifestyle or running out

How two special claiming strategies may increase your total benefits

New asset allocation strategies for retirement…not just stocks and bonds…that’s not going to cover it anymore

Tuesday, March 14th @ 6:30 PM

OR

OVERBOOKED

BONUS! Enjoy catering from Passione Wood Oven Pizza as our "thank you" for joining us!

Tuesday, April 25th @ 12:00 PM

Maggiano's Little Italy
Brunello Room

3550 E. 86th St.
Indianapolis, IN 46240

Limited Seating, Reservations are Required

During this event, you will learn... 

How current inflation rates are hitting the stock market adversely

Why some pundits are expecting a market correction of 30-70%

How to reduce taxes on your Social Security after you start receiving your benefits

How to protect what you have without being forced to change your lifestyle or running out

How two special claiming strategies may increase your total benefits

New asset allocation strategies for retirement…not just stocks and bonds…that’s not going to cover it anymore

Tuesday, April 25th @ 6:00 PM

OR

OVERBOOKED

Lunch is still available! 

JOIN US for a FREE

 Retirement Planning Event

Most Americans do not realize the impact of taxes on their retirement accounts once they start using them.  This webinar will help you identify and diffuse the implications in your retirement accounts.

Our Engaging and Friendly Presenters Will Show You:

How to defuse the tax time bomb in your retirement accounts

How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think

How to insulate yourself from the coming tax increases

How to decrease your IRS retirement fees (taxes) by over 70% without sacrificing net income

Meet Your Presenter

What You Will Learn...

Steven Gaito

JOIN US for a FREE

 Retirement Planning Event

How to make your retirement assets work together holistically, reinforcing your retirement goals

Reserve My SpotReserve My Spot

I have been in the financial services industry for over 30 years, and I have been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2005. As a CFP® professional, I am a fiduciary, which means I must always put my client’s needs first. Throughout my career, I have been involved in many different aspects of retirement planning. It began with setting up 403(b) retirement plans for non-profits in the early '90s. After a 3-year break to work with the YMCA’s Camp Sea Gull and Seafarer, I returned to run my own registered investment firm.

Phone: 919-270-4100

Email: steve@retirerm.com

Website: www.retirerm.com

What the IRS Doesn't Want You to Know About Your Retirement

Join us for an educational webinar and learn how to create strategies around your retirement accounts to build a foundation of tax-free income in retirement.

Registrations are limited, reserve your spot now!

*All attendees will be eligible to receive a complimentary copy of The New Holistic Retirement book!

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Tuesday, June 18th @ 6:30 PM EDT

OR

Thursday, June 20th @ 6:30 PM EDT

Tuesday, July 23rd @ 6:30 PM EDT

As my clients came closer to retirement, I realized that there was a gap in retirement planning and that most people did not realize how important Social Security, taxes, and long-term care were to their retirement. I was recruited to work with a company that collaborated with financial services companies across the country to provide education on how to get the most out of Social Security. With this understanding of how Social Security works came the knowledge of the impact taxes had on benefits and related services like Medicare.

Since that point, my practice has evolved to focus on three areas of retirement: first, optimizing Social Security; second, minimizing the impact of taxes; and third, protecting the plan with long-term care planning. I leave investing assets to others and choose to focus on where my knowledge has made me an expert in my field.