Complimentary Dinner Event: Discover Tax-Efficient Wealth Management - Sept

100 North Harbor Place,Davidson NC 28036

29 September, 2022

Description

Important topics we'll discuss: TAX-EFFICIENT WEALTH MANAGEMENT – Help keep Uncle Sam's hand out of your retirement.MARKET VOLATILITY – Strategies to help protect your assets from a prolonged market downturn.TAX REDUCTION STRATEGIES – Help reduce taxes on your Social Security, capital gains, interest income, & more.DON’T OUTLIVE YOUR MONEY – Learn how Roth conversions can create tax free income streams that you can’t outlive.IRAS, 401(K)S AND OTHER RETIREMENT ACCOUNTS – Are these financial vehicles setting you up for a retirement disaster?SOCIAL SECURITY – How can you maximize your benefits and protect your spouse?Seating is very limited! Register now to guarantee your reservation. ---- This event is limited to first-time attendees only. Although Advanced Wealth Strategies services all pre-retirees and retirees, the content of this event is best suited for those who are at least 50 with $100K plus of investable assets. Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Advanced Wealth Strategies are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Advanced Wealth Strategies, Inc. does not offer legal or tax advice.