We help clients to enjoy the view from the top!

There is a lot to consider when you are planning for your retirement

And being informed has become more important than ever! It’s why Hilltop is dedicated to hosting FREE educational events in the communities we serve!

Sign up for a Complimentary Dinner Workshop on WEDNESDAY, OCT. 27 -or- THURSDAY, OCT. 28 — and Get the Information that can help you
Live a Confident Retirement!

Hilltop

Sign up to attend the Wednesday, Oct. 27
-or-
Thursday, Oct 28
‘The Path to a Worry-Free Retirement’  
Workshop — or,  have a FREE 2021 Retirement Decisions Guide mailed to your house!

The 2021 Retirement Decisions Guide includes 125 ways to save and stretch your wealth, walking you through planning basics, the saving secrets of wealthy retirees, and the how-tos of protecting your nest egg.

The 2021 Retirement Decision Guide lays out the questions to ask before you retire, and provides:

  • Important updates on the new tax law and IRA planning under the SECURE Act.

  • Additional savings and stretching wealth wisdom on Medicare and Social Security planning and how they fit into the retirement planning puzzle.

  • An entire chapter devoted to RMD (required minimum distribution) planning — to handle the distribution phase while avoiding penalties and unnecessary taxes!
Retirement & Financial Myths Busted

Don't let lack of knowledge hold you back!

Hilltop Wealth Solutions, an investment management and financial planning firm based in Mishawaka, helps soon-to-be retirees deal with the lack of knowledge by walking participants through the rules for claiming Social Security and Medicare benefits including,

  • How to get retirement, disability, dependents, and survivors’ benefits, or Supplemental Security Income (SSI).

  • How to decide whether it’s best to claim benefits early, at full retirement age, or not until you turn 70 ― and how to time your claims so you and your spouse get the best benefits.

  • How to qualify for and enroll in Medicare & Medicaid programs, including Medicare Part D drug coverage.

  • How to compare Medigap and Medicare Advantage plans, and how to choose what’s best for you.

  • How to claim government pensions and discover veterans benefits you have earned.
  • Dates: Wednesday, Oct. 27 -or- Thursday, Oct. 28
  • Time: 6 p.m.
  • Location: Bar Louie, Grandview development near Main Street and State Road 23 (7320 Aspect Dr., Granger)

As part of the Dave Ramsey SmartVestor Pro network of wealth advisors, Hilltop is focused on your investments as part of a bigger picture.

No gimmicks, no ploys, no pressure.

SmartVestor Pros are Held to a Higher Standard.

As one of America’s most trusted voices in wealth creation, Dave Ramsey’s network is committed to helping people regain control of their money and enhance their lifetime standard of living through good financial planning.

Dave Ramsey Smart Vestor Network
Dave Ramsey Smart Vestor

About the Workshop Host

Hilltop Wealth Solutions is dedicated to empowering people to take greater action toward a secure retirement.

For nearly 30 years, Hilltop has built on its foundation of trust forged through personal relationships. And, its Registered Investment Advisors have a fiduciary obligation — and legal mandate — to act in every client’s best interest.

Therefore, Hilltop does not accept commissions or share revenue with the investment managers it recommends, nor does it sell investment products. This fee-only compensation model gives our clients the peace of mind that our single objective is to help them achieve their goals. 

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event are not affiliated with the Social Security Administration or any other governmental organization.

Hilltop Wealth Solutions       527 Park Place Court, Suite 100, Mishawaka, IN 46545       (574) 889-7526