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LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Monday, June 24th AND on Wednesday, June 26th, 2024* from 11:30 am– 1:00 pm.

*Note: This is a 2-night event. By signing up on the 24th, you are automatically registered for both nights. Please specify if you will not be able to attend one of the nights.

Sign up today!

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Monday, June 24th AND on Wednesday, June 26th, 2024* 6:30 pm– 8:00 pm.

*Note: This is a 2-part event. By signing up, you are automatically registered for both days. Please specify if you will not be able to attend one of the nights.

Sign up today!

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Monday, June 24th AND on Wednesday, June 26th, 2024* from 11:30 am– 1:00 pm.

*Note: This is a 2-part event. By signing up, you are automatically registered for both days. Please specify if you will not be able to attend one of the nights.

Sign up today!

Please join us for a complimentary, educational workshop at Midlands Tech Room CT 105- Northeast Campus! During our event, you’ll have the opportunity to hear from experts 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?

This complimentary, educational workshop will be on Wednesday, June 5th, 2024 at 11:30 a.m.   

Sign up today!
Midlands Tech Northeast Campus Map

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Tuesday, May 21st AND on Thursday, May 23rd, 2024* from 6:30 pm– 8:00 pm.

*Note: This is a 2-night event. By signing up on the 21st, you are automatically registered for both nights. Please specify if you will not be able to attend one of the nights.

Sign up today!

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Tuesday, May 21st AND on Thursday, May 23rd, 2024* from 6:30 pm– 8:00 pm.

*Note: This is a 2-part event. By signing up, you are automatically registered for both days. Please specify if you will not be able to attend one of the nights.

Sign up today!

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Tuesday, May 21st AND on Thursday, May 23rd, 2024* from 11:30 am– 1:00 pm.

*Note: This is a 2-night event. By signing up on the 21st, you are automatically registered for both nights. Please specify if you will not be able to attend one of the nights.

Sign up today!

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and maximize your benefits?

Join our webinar online for an educational workshop covering the New Rules of Retirement (including how to deal with the current market environment).

Sit back relax and enjoy the education from the comfort of your own home! Our goal is to empower you to take better control of your retirement and protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.

Attend This Workshop and Learn:

  • ​How to reduce or eliminate retirement taxes.
  • Financial strategies that could increase your retirement income and last a lifetime.
  • ​How to choose the best healthcare coverage.
  • ​​Find out if you need a will or a trust.
  • ​​​How to structure your retirement savings so you never have to worry about running out of money​.
  • ​​​​Common misconceptions about retirement and estate planning.
  • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy.

This complimentary educational webinar will be held virtually on Tuesday, May 21st AND on Thursday, May 23rd, 2024* from 11:30 am– 1:00 pm.

*Note: This is a 2-part event. By signing up, you are automatically registered for both days. Please specify if you will not be able to attend one of the nights.

Sign up today!

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Columbia! During our event, you’ll have the opportunity to hear from experts 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 Thursday, July 11th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Columbia! During our event, you’ll have the opportunity to hear from experts 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 Tuesday, July 9th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now