How to Protect & Grow Your Retirement Income
Featuring TEVD™ (Total Economic Value Delivered)
📅 Date: Thursday, May 28, 2025
🕚 Time: 11:00 AM – 12:15 PM
📍 Location: Hampton Inn Natick
319 Speen Street
Natick, MA 01760
Retirement planning has traditionally focused on investment returns and portfolio growth.
However, retirement is not only about how much assets grow. It is also about:
✔ Generating sustainable retirement income
✔ Protecting savings from market downturns
✔ Reducing taxes and healthcare-related costs
✔ Preserving value for family and future generations
This educational seminar introduces practical retirement income strategies together with TEVD™ (Total Economic Value Delivered) — a concept designed to evaluate retirement outcomes based on both lifetime income and remaining legacy value.
Recently highlighted in:
“Total Economic Value Delivered: A Smarter Way to Measure Retirement Performance”
The Leader Report
Total Economic Value Delivered: A Smarter Way to Measure Retirement Performance – The Leader Report
What You’ll Learn
How to protect retirement savings from market volatility and downturns
Learn strategies designed to help reduce exposure to market fluctuations while maintaining retirement flexibility.
How to potentially generate higher retirement income
Explore retirement income approaches that may provide significantly higher lifetime income compared with traditional withdrawal methods.
How to reduce Required Minimum Distributions (RMDs) and Medicare-related costs (IRMAA)
Discover strategies that may help optimize retirement income taxation and reduce future retirement expenses.
How to create more tax-efficient retirement income
Review approaches including tax diversification and specialized retirement planning techniques.
How to maximize retirement income and family legacy value using TEVD™
TEVD™ combines:
Total Retirement Income + Remaining Assets – Beginning Assets
This framework evaluates retirement performance based not only on income received during retirement but also on the value preserved for family legacy.
How institutional and Swiss-inspired retirement income concepts may improve retirement outcomes
Explore retirement income approaches inspired by pension concepts and structured income systems.
Who Should Attend?
This educational event is designed primarily for individuals and couples who:
✔ Are retired or preparing for retirement
✔ Own IRA, 401(k), 403(b), TSP, or retirement accounts
✔ Want to increase retirement income while protecting assets
✔ Want to preserve long-term family legacy value
Reserve Your Seat
Space is limited.
Thursday, May 28, 2025 – 11:00 AM
📍 Hampton Inn Natick
319 Speen Street
Natick, MA 01760
Presented by:
Vincent Emery
President – RESO Your Finances