The New Reality in Our Retirement

This free class is for anyone who is serious about creating a more secure retirement in our "New Reality." Whether you're thinking about, approaching, or are already in retirement, it's critical to know the major threats you face and the right strategies to help protect AND maximize your hard-earned savings.

Where?
Carrabba's Italian Grill
160 Cypress Edge Dr
Palm Coast, FL 32164

When?
Wednesday, March 20 @ 3-5 PM

Register Here

"Helpful in mapping out a useful and pragmatic retirement strategy and in making investment recommendations... Would highly recommend."

—George S.

"I rarely leave reviews, but I'm impressed... very impressive market knowledge, results driven, and caring.

—Matt & Erin J.

"...very helpful, professional and knowledgeable... didn’t try to sell me something I didn’t need. Highly recommended."

—Andrew M.

"...gave me a wealth of information regarding investing and helped me to understand what I should do... I definitely recommend them based on their courteous professionalism and knowledge.

—Charlie P.

Planning for retirement is complex.

You probably have a lot of questions and concerns if you're in or near retirement.
  • How much can I spend in retirement?
  • What should I do with my investments during market volatility?
  • Am I taking too much risk with my investments?
  • What fees might be eating into my retirement fund that I'm unaware of?
  • How can I reduce taxes and keep more of my nest egg?

Here's what you'll learn.

01

Why following conventional financial wisdom can prove detrimental.

02

How the fiscal health of the country may affect your retirement.

03

Strategies for reducing taxes and maximizing retirement.

04

Strategies to avoid losing money in large market declines.

Your Instructor

John is a seasoned financial professional with a strong foundation in economics and finance, holding a Bachelor’s degree from Virginia Tech in 1991. With over three decades of experience, John has become a trusted advisor in the financial services industry.

Dedicated to both his career and personal life, John has been happily married to his wife Lynn for over 30 years, and together they have raised three wonderful children: Samantha, Ashleigh, and Jack.

Beyond the world of finance, John finds joy in outdoor activities, particularly surfing and golf. These pursuits not only provide him with relaxation but also contribute to his holistic approach to life.

As an Investment Advisor Representative registered in both Florida and Oklahoma, John combines his financial expertise with a genuine commitment to understanding his clients’ unique needs. His personalized approach ensures that each client receives tailored guidance to navigate the complexities of their financial journey. With a passion for building lasting relationships and a track record of success, John Jansen is your trusted partner for a secure financial future.

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