Plan for a More Confident and Fulfilling Retirement
PLUS Valuable Estate Planning Strategies to Protect Your Legacy
Join our comprehensive educational event to discover key strategies for smarter retirement planning AND learn how to protect your assets and legacy for future generations.
This unique workshop combines retirement planning expertise with valuable estate planning guidance from a local trusts and estates attorney.
Reserve your spot now and take a step toward a more secure future for you and your loved ones.
We'll Cover Essential Retirement Planning Topics:
Analyzing your risk tolerance1: Now may be the perfect time to review how much risk you are exposed to and understand what the suitable balance is for you.
Understanding Your Social Security2: Will your Social Security benefits be enough to fund a long, prosperous retirement? Learn more about ideas and strategies to help you maximize benefits.
Creating Your Retirement Income Source3: Discover investment approaches to help manage risks and help ensure a steady income throughout retirement.
Preparing for your Healthcare costs: Healthcare costs in retirement can be significant and are difficult to predict. Understanding your options is the first step toward preparation.
BONUS: Estate Planning Presentation
Guest Speaker: Local Trusts and Estates Attorney Michelle Lavoie Beyer
Don't let poor estate planning undermine decades of careful retirement savings. Join us for this special presentation covering:
Powers and Limitations of Wills and Living Trusts - Understanding which tools may be available to accomplish your goals
Avoiding Probate and Unnecessary Taxes - Keep more of your hard-earned money in your family
Strategies to Protect a Child's Inheritance - Shield your legacy from potential divorce, creditors, and poor financial decisions
Durable Powers of Attorney and Avoiding Conservatorship - Choose who will manage your assets if you become incapacitated
Advance Medical Directives - Make sure your healthcare wishes are honored when it matters most
About Your Host(s)
James Beyer is a trusted financial advisor with over 14 years of experience helping people just like you plan for a confident retirement. As the author of "Retire With Confidence" and a nine-time Million Dollar Round Table member, James specializes in creating personalized strategies that turn retirement dreams into reality. A lifelong Connecticut resident living in Glastonbury with his wife Michelle, James understands the unique challenges facing today's retirees.
Michelle Lavoie Beyer is a trusts and estates attorney who, like James, helps families and individuals build a secure future through thoughtful planning. Both recognize that true retirement security depends on a combination of smart financial planning and proper estate planning to protect what you’ve worked so hard to build.
Whether you're worried about generating steady retirement income, planning for healthcare costs, making your savings last, or ensuring your legacy is protected, James and Michelle will walk you through each step with care and attention to your individual needs.
Join us to learn from trusted professionals who've dedicated their careers to helping others retire with confidence!
© 2025, James Beyer. All rights reserved.
Securities and investment advisory services offered through Integrity Alliance, LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact James Beyer at 860-735-4319 or [email protected]
1: Risk tolerance is an investor's general ability to withstand risk inherent in investing. The risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own experience and subjective evaluation of your answers to help determine your risk tolerance.There is no guarantee that the risk assessment questionnaire will accurately assess your tolerance to risk. In addition, although the advisor may have directly or indirectly used the results of this questionnaire to determine a suggested asset allocation, there is no guarantee that the asset mix appropriately reflects your ability to withstand investment risk.
2: Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
3: Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty.