Facing today's financial turmoil, how can you help protect your retirement?
David Scranton is here to help guide you through the storm.
Day and Time: Wednesday, April 24, 2024, at 6:00 PM EST
What You'll Learn
- Master the art of navigating your retirement strategy, including calculating Required Minimum Distributions, mitigating tax impacts, and aligning investments with your retirement and risk goals.
- Prepare for the future by understanding significant 2024 updates to RMD guidelines, including new timelines for withdrawals, to help ensure your retirement planning remains on track.
- Delve into the evolution of Roth Accounts and retirement planning trends, exploring the elimination of certain RMDs, adjustments to penalties, and the increasing role of Life Annuities and longevity annuities in securing financial longevity.
- Navigate the future of retirement savings with recent Roth 401(k) updates and SECURE Act 2.0 insights, opening new doors to optimize your funds.
- Embrace 2024's retirement planning changes with knowledgeable guidance, ensuring your financial security and retirement strategy are in perfect alignment.
Leta Womack2023-04-13My husband and I are soon to be retirees and have relied on Scranton FG to direct our investments to best serve our retirement needs. Recently we addressed the advantages of an IRA with Aggie, and also the process of accessing funds in our Annuity. Not only did Aggie walk us through the pros and cons of IRAs, but explained what we could expect, as well as our options, for withdrawals from the annuity. She has also assisted us when we needed to withdraw funds from our other accounts and was prompt and efficient in getting the funds to us quickly. We feel we are in competent hands and look forward to continuing to work with Aggie and Scranton FG.
Michael Pernal2023-04-12We had a very pleasant conversation with Aggie. She was both personable and professional in all respects. We are very pleased with our relationship with Scranton, and she does a good job as your representative. Thanks for the opportunity to review our account. Maureen and Mike Pernal
Cheryl Brawn2023-02-02Aggie is great! Very informative and takes the time to explain everything.
Claire Raymond2023-02-01We have received exceptional service and attention from our Financial Advisor, Aggie Valenta. She came highly recommended to us a couple of years ago and I have not regretted putting our future in her hands. She is incredibly patient with us and very knowledgeable. Scranton Financial is lucky to have her on their team.
Scranton Registration2022-06-08Scranton Financial Group has been very helpful with keeping me updated with what is going on in the world. I like to listen to Dave's point of view on the financial markets.
– Unsolicited & Unpaid Client Testimonials
Here’s Why You Don’t Want To Miss It
Day and Time
Wednesday, April 24, 2024, at 6:00 PM EST
Event Details
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David J. Scranton, CFA®, CFP®, ChFC®, CLU®, is an Amazon bestselling author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors’ Academy. David is on a mission to help retirees and pre-retirees understand the strategic value of shifting their investment focus to an income-first approach.
David has spent more than three decades in the financial services industry, with most of that time spent specializing in income-generating investments. In 1999, he made the switch to an income-first approach for his clients, while many of his Wall Street contemporaries continued to focus on growth in the stock market. As a result, he was able to help many of his clients avoid damaging losses during the major market corrections that began in 2000 and again in 2008.
Knowing the market chaos of the early-to-mid 2000s was only the beginning of this new age of uncertainty, David launched a plan to reach investors nationwide with his message about the value of investing for income. That plan led to the founding of Advisors’ Academy, through which David recruited like-minded advisors nationwide and coached them in his methods. From there, he launched Sound Income Strategies, a Registered Investment Advisory and money management firm specializing in actively managed fixed-income strategies, followed by Retirement Income Source, a national franchise of fiduciary Income Specialists.
A highly sought-after industry thought leader, David regularly shares his market insights on networks such as Fox Business, CNBC, and Bloomberg. He has his own radio show, “Retirement Income Source,” which airs weekly on stations nationwide. He also hosts the popular “Retirement Income Source” YouTube channel to help educate viewers about financial issues that could impact their retirement. In addition to “Retirement Income Source: The Ultimate Guide to Eternal Income,” David is also the author of the Amazon bestseller, “Return on Principle.”
You'll Also Learn
- How to leverage groundbreaking retirement planning strategies, adapt to the evolving financial environment, and position yourself for a future where financial freedom and security are not just goals, but realities. Equip yourself with the knowledge to navigate the complexities of retirement regulations and seize control of your financial destiny.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Scranton Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Scranton Financial Group and Sound Income Strategies LLC are associated entities. Scranton Financial Group is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies LLC are associated entities. © 2024 Sound Income Strategies