ESSENTIAL FINANCIAL STRATEGIES FOR A RETIREMENT
Catering to pre-retirees and retirees our team of highly-skilled professionals have developed a comprehensive workshop to help you create a well-thought-out strategy, using a variety of investments and insurance products and services, in order to help you address your financial needs and concerns.
Join Forbes-recognized financial specialist, TV personality, and published author Ernie Burns, and his team of advisors, as they reveal techniques and strategies that may help you preserve your capital, increase your income, decrease your risk, and help reduce your taxes.
Topics to be Discussed:
With tax policies changing and tax rates increasing, are you prepared for these changes?
• Understanding tax policies - Who wins, who loses?
• Strategies to help make the most of your Social Security benefits.
• Potentially pay less taxes on your retirement income.
• How to turn existing IRAs into tax-free accounts.
• Volatility - Do you know how much risk you’re taking with your portfolio and how to properly invest in a recession?
• Estate Planning - How to secure your legacy and take care of loved ones when you’re gone
• Getting a second opinion - Why getting a second opinion may be one of the most important financial decisions you can make.
Enjoy a complimentary dinner served after the presentation.
Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
Prefer to fast-track to a one-on-one consultation?
Schedule a meeting with one of our agents today!
