Sunshine Club

Jordan Opre will give a presentation to the Sunshine Club titled “Creating Financial Flexibility with Required Minimum Distributions” on Friday, June 6, in Clubhouse 3, Room 2, at 10 a.m.

Opre is a registered representative with New York Life Insurance. During his speech, Opre will talk about essential knowledge for retirees and those approaching retirement, including valuable strategies to manage Required Minimum Distributions (RMDs) effectively, and how Qualifying Longevity Annuity Contracts can provide lifetime income while reducing tax burdens. He will also explore options for enhancing legacy planning through inherited IRAs. This is a great opportunity for residents to gain practical approaches to optimize retirement income in today’s tax environment. All residents are welcome to join.

People are asked to arrive promptly to the meeting. Those who arrive late should quietly use the back door so as not to disturb the presentation.

The Sunshine Club requires no membership fees, but donations are welcome. Refreshments will be served at the meeting. For more information, contact Anna Derby at 562-301-- 5339.