Retirement Dinner Workshop: Estate Planning

235 Doucet Road,Lafayette LA 70503

16 May, 2023

Description

You've daydreamed about what your wonderful retirement would look like. But do you know what it takes to reach that milestone? We're here to help you reach your goals, to guide you down the path that's best for you and your lifestyle. Our goal is to educate and provide plenty of knowledge because the track to retirement isn't always smooth or easy. Join us for our Estate Planning Dinner Workshop and discover how to make your finances last throughout retirement...and even after. Retire Happy Who: Matthew James Tax & Wealth Management What: Estate Planning Retirement Dinner Workshop Where: Zea Rotisserie & Bar, Lafayette, LA When: May 16 @ 6pm CT You will also learn: 5 of the biggest risks to secure a retirement – and how to overcome them.Deeper explanation of retirement wealth goals and their importance: Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Risk Management.Why your IRA/401(k) is a potential tax disaster – and what you can do about it.How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.Traditional “safe” havens for retirement savings, such as money-market funds, government bonds, and CDs are yielding after-tax returns barely above inflation. You’ll discover better options.Learn how you can create a safe and secure stream of ‘retirement paychecks’ that are guaranteed for your life – and your spouse’s life, through the use of fixed annuities.Making the right choices with your Social Security Benefits. The difference could be an additional $100,000-$300,000.BONUS TOPIC: How could the most recent tax reform bill impact your bottom line and your retirement nest egg?Your hosts and who we are: Matthew James Tax & Wealth Management is an independent Louisiana holistic financial planning firm. We are committed to helping Louisianans retire successfully and take our clients’ objectives and circumstances very seriously – only assisting with actions that are in their best interests. The world of financial services is filled with conflicts of interest, obscure disclosures, and an overall lack of transparency, so we believe in creating trust through transparency. As an independent office, we are able to carefully determine investment strategies that suit the stages of your retirement, encompassing the lifestyle you want and deserve to live. Our Matthew James Tax & Wealth Management Team works diligently to design a fully customized tax and wealth strategy designed for the unique needs of your financial situation. Workshop details: This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. Enjoy complimentary bites to eat and sips to drink, served immediately after the presentation. All attendees must be at least 30 years old. Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. John Blanchard and RWA are not affiliated. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Matthew James Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.