Join us for this complimentary, no-obligation workshop to discover how the future can be one of the most exciting times of your life! During our educational events, our goal is to provide you with key financial strategies to help increase your income, reduce taxes, and keep you from running out of money during retirement.
Key Discussion Topics will include:
- Coronavirus & The Economy: Learn how your retirement assets and legacy could be at risk.
- Social Security: Will Social Security be there for me? How can I maximize my benefits?
- The Secure Act: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries. Learn important mistakes you should avoid.
- Tax-Efficient Strategies: How you could get to the 0% tax bracket and transform your retirement.
- IRA Withdrawals: How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security.
- Retirement Income: Will you have enough? Learn strategies to help generate guaranteed income for life.
Enjoy a delicious meal and learn ways to make your money last!
After singing up, a member of our Client Relations team will reach out to confirm your registration. Our events are intended for first-time attendees who haven’t had the opportunity to hear our presentation before, as well as those not within the industry. Our events are for individuals who are not licensed and are designed for those that are looking for assistance with their retirement plan.