RETIREMENT PLANNING WORKSHOP
Alabama
Join Us for a FREE Meal and Discover How to Turn Your Retirement Savings Into a Dependable Lifetime Paycheck
🗓️ Submit to RSVP
🚨 This workshop is exclusively for retirees and individuals approaching retirement. It is not intended for insurance agents or industry professionals.
📅 If the current event dates or times are not suitable for you, please select
"I would like to receive notifications regarding future events" below.
🚨 This workshop is exclusively for retirees and individuals approaching retirement.
It is not intended for insurance agents or industry professionals.
📅 If the current event dates or times are not suitable for you, please select
"I would like to receive notifications regarding future events".
▶️ Discover How to Create a Lifetime Paycheck
In This Workshop You Will:
Identify your real retirement income gap
Understand the 4 biggest risks that can disrupt income
Learn which guaranteed income source you can still create
Match every dollar to its proper job: Income, Protect, Grow, Liquidity
Retirement Isn't One Decision
It is a series of choices that must work together. The greatest risks are not always the most obvious ones.
Market Risk
Portfolio losses can shrink the assets available to create income.
Inflation Risk
At just 3%, $100 of today’s groceries costs ~$181 in 20 years.
Longevity Risk
A longer life may require dependable income for 25–30+ years.
Timing Risk
Early market drops while withdrawing can be far harder to recover from.
What You’ll Walk Away Knowing
This is not a product pitch. It is a practical framework so every financial tool is matched to a clear purpose.
Core Framework
How to calculate your true retirement income gap
The four primary sources of retirement income (Social Security, Pension, Annuity, Investment Income)
Which guaranteed income source you can still create after you stop working
How a Fixed Indexed Annuity + Income Rider can create a contractual lifetime paycheck
Practical Decisions
Contract Value vs. Income Base — what each really means
When you need an income rider… and when you don’t
Matching tools to four jobs:
Income • Protect • Grow • Liquidity
How to keep growth and liquidity available while securing essential income
Your Host,
Thomas J. McQuillan RFC®,
Licensed Professional
Thomas McQuillan, is a local Licensed Professional, License #662295, located in Birmingham, AL.
During the event, he will educate you about retirement income planning.
In the Press
