Designed specifically for adults at a stage in life where complex decisions can have a profound impact. You and a guest are invited to a complimentary gourmet dinner and informational seminar and insurance presentation entitled “Understanding Different Retirement Strategies”. Because of limited seating, first-time attendees only, please!
Updated for 2023!Options that let one avoid taxes on IRA distributions **Strategies to help achieve your long-term financial goalsDo you have to risk a loss to grow your assets?Ways to obtain income you can’t outlive!Strategies to feel good about your RetirementThese workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!
** We do not provide specific legal or tax advice, nor promote, market or recommend ant tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation
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