Retirement Master Class in Georgetown, TX

1001 E University Ave,Georgetown TX 78626

18 April, 2023

Description

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