TERMS AND CONDITIONS - PRIVACY POLICY
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Jon DeFeo, and Elite Income Advisors, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered through Elite Income Advisors, Inc., a registered investment advisor located in Ellicott City, Maryland. The firm only conducts business in states and jurisdictions in which they are properly registered or exempt from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All investment and insurance strategies have the potential for profit or loss. Asset allocation, rebalancing, and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Insurance and annuity products are sold separately through Retirement Planning Services, Inc. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Neither Elite Income Advisors, Inc. nor Retirement Planning Services, Inc. is engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
ABOUT YOUR HOST
Creating a Predictable Retirement
Focused On People, Not Profits...
Join Us for Dinner and a Comprehensive Retirement Planning Workshop on How to Navigate Market Volatility and Master Risk Management Strategies
Retirement Master Class
Join us for a private educational event and learn how to minimize market risk from your retirement accounts and build a foundation of predictable retirement income. This is a working class. We will be workshopping real world examples. Come with your notebook, ready to learn.
We can't have your mind distracted by hunger pains, so a complimentary dinner will be provided.
Seating is Limited. Reserve Your Spot Now!
Eagles Nest at the Lake
3089 Aerie Ln, West Frankfort, Il 62896
Do Something Today That Your Future Self Will Thank You For
Why is this so important for your retirement?
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
As a "Thank You" for joining us, a complimentary meal will be served. Reservations are required. Register today!
Do Something Today That Your Future Self Will Thank You For
Eagles Nest at the Lake
3089 Aerie Ln, West Frankfort Il 62896
Explore strategies that may help your loved ones navigate probate, reduce common planning mistakes, and evaluate ways to manage taxes and fees.
Saturday, July 25th @ 10:00 AM
University Education Center
Estate and Legacy Planning
Ways to ensure your nest egg lasts no matter how long you're retired.
Learn the difference between a simple will and an estate plan
Critical steps to avoid probate
The pros and cons of IRAs, Roth IRAs, 401ks, pension plans and Social Security
Understand how a trust can safeguard your assets for beneficiaries
Avoid common mistakes when building your estate plan
What You Will Learn
EVENT DETAILS
University Education Center
Saturday, July 25th @ 10:00 AM
6011 University Blvd, Suite 320
Jon DeFeo, CFP®, CRPC®
A lifelong resident of Westminster, Maryland, Jon earned his bachelor’s degree in business and finance from McDaniel College and has always had a passion for helping others navigate their financial future. In high school, he was a tri-sport athlete until a back injury ended his playing career, teaching him resilience and the importance of adapting to life’s unexpected challenges—lessons that now shape his approach to financial planning. While in college, he worked as a mechanic, giving him firsthand experience in the blue-collar world and a deep appreciation for hard work and financial stability.
As a CFP®, CRPC®, and CFEI®, Jon specializes in retirement and holistic financial planning, helping individuals and families create strategies for long-term financial security. Having worked for both large institutions and smaller firms, he has experience assisting clients from all backgrounds and financial situations. He co-hosts Retire Smart Maryland Radio and Retire Smart Maryland TV alongside co-founder Prashant Sabapathi while also leading community seminars to educate people on financial literacy and retirement planning.
Beyond his work, Jon is a dedicated dad who loves spending time with his wife, son, and daughter. Whether he’s hiking, exploring the outdoors, or relaxing at the beach, he prioritizes family time while remaining deeply committed to serving his clients.
Ellicott City, MD 21043
6011 University Blvd, Suite 320
Ellicott City, MD 21043
