Please join us for a complimentary dinner event at Savi Cucina + Wine Bar. During our event, you’ll have the opportunity to hear from experienced advisors in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!
We will be discussing strategies to help protect your money & minimize your risks & taxes.
Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?
Due to the specific strategies shared, this event is only for those with $200,000+ of investable assets and no more than 8 years away from retirement. We still wish to educate those outside of these parameters and would be more than happy to sign you up for another event or a time to talk one-on-one with an advisor.
This complimentary dinner presentation will be on Wednesday, August 12th, 2026 at 6:30 p.m.
Register today to express interest and one of our team members will be in contact with you soon.
