A Toast to Your Financial Future: Wine, Chocolate, and Retirement

140 Cass Street,Woodstock IL 60098

22 June, 2021

Description

Join us for a fun and informative evening about how you can live your best financial life! Join us for a fun and informative evening about how you can live your best financial life! Paul P. Letizia, of Financial Dynamics, Inc., and Ryan Lay will teach you about long term investment strategies that will help you plan for your retirement, protect you and your family from the unexpected and inflation, and ultimately how to live the life you want to live! Presentation will take 45 minutes with a 30-40 minute break. During that time, a wine, cheese, and seasonal chocolate truffle tasting will be presented. Then, we will follow that up with the rest of the class, which will take the remaining 45 minutes. Are you living a worry free retirement? It IS possible... Learn new strategies to protect your financial freedom and enjoy your retirement years with confidence and peace of mind. This workshop will provide you with a wealth of information in simple, easy to understand terms. NO cost or obligation. We guarantee your time will be well spent. Some of the topics we will be discussing: -How to avoid volatile markets and low interest rates -How to protect your estate and assets --The most common retiree mistakes and how to avoid them -The most common IRA mistakes that no one is telling you about -What are the COVID-19 Real Estate & Tax Implications. What's Your Exposure? Chocolate treats, teas, and more will be available for purchase downstairs following the event.