Broker Check
08 Feb
More Retirement Income With or Without Annuities


You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist, Jason Carrier, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement.

Jason Carrier, RICP®, AAMS®

Investment Advisor Representative

Jason Carrier is a native of New England and has been in the financial services industry for 20 years.

He specializes in retirement planning with a focus on dividend and interest paying financial instruments, striving to help retirees pursue financial goals with as much certainty, and as little risk, as possible. Jason is currently managing a little over $100 million in assets.

In addition, Jason Carrier is an established speaker in the Connecticut Shoreline area and shares his insights on nationally syndicated radio programs as well as The Income Generation television show, a weekly financial program on You Tube. Jason also educates the community using workshop presentations on topics like Investing for Income, Social Security, Required Minimum Distributions, Estate Planning and income tax savings strategies.

In his free time, Jason enjoys reading, training dogs, Brazilian Jiu-Jitsu, and spending time with his loving family; his wife Cathi, three daughters and son. Jason is a graduate from the University of Connecticut and was a proud member of the Husky football team, playing safety.

Date and Time

Thu, Feb 08, 2024

6:00p - 8:00p EST


Old Lyme Inn (Old Lyme, CT)

85 Lyme Street
Old Lyme Inn, CT 06371
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Event Registration

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