Learn how to live a tax free retirement

Is that really possible?

With Americans living longer than ever before, many fear they will outlive their retirement savings. By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at Beachwood Seafood Kitchen & Bar. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!

Did you know?

• Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuates
• A couple will spend an estimated $245,000 on healthcare throughout retirement
• Inflation can lower the value of your savings from year to year
• Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

• Learn how the New Tax Ruling 7702 could affect your retirement
• The impact COVID-19 will have on your future
• Reduce Market Risk and still have good returns on your retirement savings
• Create a Retirement Income Plan to ensure you never run out of money
• Learn to grow your retirement funds tax-free and with tax-free distributions
• Learn how paying taxes now can be more beneficial to your future

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!