If something's worth doing, it's worth doing right.

ESSENTIAL FINANCIAL STRATEGIES FOR A RETIREMENT

With the 2024 election on the horizon, it’s crucial to understand how potential policy changes could impact your financial future. 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:

• Wondering how the presidential election might impact your retirement nest egg?

• Concerned about the potential financial impact of candidates' policies on your taxes and retirement savings?

• Learn how to reduce your Estate, Capital Gains, and Income Taxes.

• Learn about the historical trends shaping election outcomes and their influence on your financial stability?

• Understanding how party differences might affect economic growth and your retirement portfolio?

• Feeling uneasy about market volatility during election seasons and wondering how to navigate the uncertainty?

• Interested in the long-term success of the stock market and how it aligns with your retirement plans?

• 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. Our esteemed advisors will also be deep diving into how the policies of each candidate could potentially affect the future of your retirement and tax liabilities.

Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.