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Complimentary Dinner at Ruth's Chris Steak House in Alpharetta, GA

Event Details

Ruth's Chris Steak House

11655 Haynes Bridge Rd

Alpharetta, GA 30009

- Thursday, January 13 from 6:30 p.m. to 8:30 p.m.

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Ruth's Mixed Green Salad, accompanied by your choice of petite filet, stuffed chicken breast or salmon filet, family style sides of garlic mashed potatoes and creamed spinach, cheesecake with fresh berries.

Seating is limited. Nothing will be sold at this event and there is no charge to attend!

Do you have a strategy to ensure you won't outlive your retirement income? Failing to maximize your benefits could leave tens of thousands of dollars on the table. Join us for a complimentary meal and workshop where we'll cover the following important topics:

• How Biden’s proposed tax plan¹ and Congress’ multitrillion-dollar infrastructure² and welfare bills may impact your retirement.
• Why Social Security could run out of money or be reduced by 1/3 by 2035³.
• Strategies to help protect your assets from rising taxes now, regardless of the next tax policy.
• Why today's current economic environment may be one of the most challenging to retire and what to do about it.
• Planning for longevity, inflation and future tax increases to ensure you won't OUTLIVE your money in retirement.
  
• Strategies to help plan for the next market downturn and protect your assets from market volatility.
• Powerful tax strategies that can potentially generate tax-free retirement income.
• When to claim Social Security in order to minimize tax consequences and maximize your benefits.
• How to plan for RMDs and strategically time your withdrawals so you don't get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
• How to create a customized retirement income and tax minimization strategy tailored to your unique needs and situation.

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Complimentary Dinner Registration

Seating is limited. Sign up today to guarantee your seat(s)!

We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a life, health, & financial specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes (FCA) as area director for Forsyth and Dawson counties.

While on staff with FCA, Davey successfully opened FCA chapters in middle and high schools all over his area. Davey eventually went on to become an Atlanta area director, helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and families realize their retirement income goals.

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Davey, his wife Amy and their three children reside in Cumming. They are members of Browns Bridge Community Church.

State License Number: GA594587

Mark Anglin has had a passion for serving others his entire life. He proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark earned a BS Degree in Integrated Leadership Studies at Central Michigan University. He is Series 65 Securities Licensed and handles our Assets Under Management side of the business. Additionally, he is licensed for the sale of Home, Auto, Commercial Business, and Life Insurance.

Over the past 13 years, Mark developed a passion for coaching youth basketball in several North Georgia communities. Witnessing the positive changes in so many young athletes, he felt led to start a career where he could serve people daily. He now helps others to protect their financial and physical assets through the platforms provided through investment advising and insurance.

Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.

State License Number: GA2760435

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¹ https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

² https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html

³ https://www.gobankingrates.com/retirement/social-security/what-will-social-security-be-in-2035/

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.