Dinner Seminar for Nurses Nearing Retirement

3622 Paesanos Parkway,San Antonio TX 78231

29 April, 2021

Description

This dinner seminar will guide your through a few of the factors to deciding when and how you can retire early? Happy Nurses Appreciation Week! We are so thankful to each and one of you for being a part of the community. Your dedication to our society is of the highest salutes from all of us at Retire with Jim Hanna Wealth Advisors. Medical professionals carry tough decisions through their lifetime. Retirement shouldn't be one of them. San Antonio Retirement Professional Jim Hanna Will Address 3 Key Questions: Tax Planning & Strategies - To help reduce future tax liability on Capital Gains, Income, Interest, Social Security and more. New and Proposed Legislation's - The Secure Act, The Secure Act 2.0, Tax proposals for upcoming Budget Reconciliation and more. Overall Retirement Plan - Although every plan is different based on specific needs, we will cover some of the core programs that go into your overall planning like Social Security, Medicare, Estate Planning, and more. Savvy tax planning requires a strategy that's customized to the particular needs of your retirement savings plan. Work with a San Antonio financial advisor who understands the best strategies to help protect your retirement savings, preserve your capital, gain more income, decrease your risk and potentially reduce your tax burden on your 401(K), TSP, and IRA's. REGISTRATION IS FOR 2 GUESTS ONLY. REGISTRATION WILL BE CONFIRMED VIA PHONE CALL FROM PHONE NUMBER (210)641-5000. MUST BE CONFIRMED TO ATTEND. Investing involves risk, including the potential loss of principal. Any reference to protection benefits or guaranteed lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Jim Hanna is an Investment Advisor Representative and a licensed insurance agent in Texas. License Number 668583. This is an informational workshop to discuss insurance and/ or investment products. Investment advisory services offered only by duly registered individual’s through AE Wealth Management, LLC (AEWM). AEWM and Retire with Jim Hanna are not affiliated companies. The firm is not affiliated with the US government or any governmental agency. By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. 872412-4/21.