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The New Rules of Retirement

Learn strategies designed to help protect your retirement savings, create dependable income, reduce unnecessary taxes, and prepare for the years ahead.

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What You'll Learn

  • Defend your retirement savings from global uncertainty — the markets are rattled, but your retirement doesn’t have to be.
  • Legally minimize taxes in retirement — and keep more of what you’ve worked decades to earn.
  • Protect your savings from major market losses — because at this stage, you don’t have time to recover from a big hit.
  • Outpace inflation and rising expenses — so your money maintains its purchasing power throughout retirement.
  • reate dependable, predictable retirement income — no matter what the market is doing.

Featured Speaker

Tom Jacobs

As President and CEO of Jacobs Financial Services, Tom Jacobs has spent more than 25 years helping retirees and pre-retirees prepare for the next chapter of life. Known for his direct, educational approach, Tom helps clients understand their options for retirement income, asset protection, and long-term financial security. His mission is to simplify complex financial concepts and provide strategies designed to help clients retire with confidence.

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