Thriving in Retirement Workshop in Round Rock, TX

3950 North A.W. Grimes Boulevard,Round Rock TX 78665

01 December, 2022

Description

This is a TWO NIGHT course offered December 1 & December 8 from 6:00-8:00 PM. ** Tickets are sold per household, one ticket guarantees two seats at the seminar. ** If you’re retired or heading into retirement in the near future and you want to feel confident about the years ahead, YOU WILL NOT WANT TO MISS THIS COURSE. The Post-Covid world has introduced a new set of obstacles that could spell disaster for the uninformed and unprepared. WHAT YOU WILL LEARN: • Tax strategies of the most sophisticated investors • Social Security: Retirement, Spousal and Survivor Benefits • Proven solutions for combatting high inflation • How to prepare for rising tax rates • Stress-reducing investment Dos and Don’ts • The 5 elements of a true financial plan • LTC protection and alternative approaches to longevity risk • Estate planning procedures for a seamless and efficient transfer of wealth Investment Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor.