Learn how to  maximize your retirement with tax strategies 

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Do you have all matters of your estate in order for passing it along?

Estate planning seems daunting, with so many things to take care of. We will go over all of the different aspects of estate planning and provide assistance on how to prepare everything that you will need to. All attendees will have the option to schedule a complimentary consultation following the event where we can discuss your estate planning further. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Preparing Wills/Trusts
• Power of Attorneys
• Beneficiary designations
• Writing a letter of intent
• Guardianship designations

Learn how to  maximize your retirement with tax strategies 

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed:

• Taxes – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
• Retirement Savings – How much money will you need to save so that you don’t run out?
• IRAs – Could your IRA represent a HUGE financial mistake for you and your family?
• Retirement Income – How much money can you take each year? How does that change if the markets decline?
• Social Security – How can you maximize your benefits and protect your spouse? 
• Longevity Risks – At what are will you likely need assisted care, and how much will it likely cost?

Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed:

• Taxes – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
• Retirement Savings – How much money will you need to save so that you don’t run out?
• IRAs – Could your IRA represent a HUGE financial mistake for you and your family?
• Retirement Income – How much money can you take each year? How does that change if the markets decline?
• Social Security – How can you maximize your benefits and protect your spouse? 
• Longevity Risks – At what are will you likely need assisted care, and how much will it likely cost?

Learn how to  maximize your retirement with tax strategies 

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Learn how to  maximize your retirement with tax strategies 

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?