We will explain the impact that the Coronavirus may have impacted your retirement.
We will discuss:

• The Coronavirus impact on your retirement, your family, and how to help protect yourself from the downside of the “Financial Fever”.
• The most sweeping changes to retirement planning in 30 years – and how to potentially avoid the huge tax implications to you and your family.
• How to get your hands on a safe financial vaccine to deal with “infected” investments.
• Learn strategies to help generate income to last to and through retirement.
• How to help protect yourself against future tax rate increases while enjoying the gains of the rebounding market.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain the impact that the Coronavirus may have impacted your retirement.
We will discuss:

• The Coronavirus impact on your retirement, your family, and how to help protect yourself from the downside of the “Financial Fever”.
• The most sweeping changes to retirement planning in 30 years – and how to potentially avoid the huge tax implications to you and your family.
• How to get your hands on a safe financial vaccine to deal with “infected” investments.
• Learn strategies to help generate income to last to and through retirement.
• How to help protect yourself against future tax rate increases while enjoying the gains of the rebounding market.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

Join us for a presentation designed for retirees or those retiring soon. We will explain the deciding factor on how much you will pay for Medicare, and how it may impact your retirement income.

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

• The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
• How to calculate the true fees and expenses on your annuity contract.
• How to evaluate your annuity, and determine if it is the right one for you.
• The annuity sales pitches and “scare tactics” to look out for.
• How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

• The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
• How to calculate the true fees and expenses on your annuity contract.
• How to evaluate your annuity, and determine if it is the right one for you.
• The annuity sales pitches and “scare tactics” to look out for.
• How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

• The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
• How to calculate the true fees and expenses on your annuity contract.
• How to evaluate your annuity, and determine if it is the right one for you.
• The annuity sales pitches and “scare tactics” to look out for.
• How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

• The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
• How to calculate the true fees and expenses on your annuity contract.
• How to evaluate your annuity, and determine if it is the right one for you.
• The annuity sales pitches and “scare tactics” to look out for.
• How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

Join us for a presentation over Lunch to discuss the following:

• 7 retirement challenges women face in retirement
• How to avoid outliving your money
• Strategies for safeguarding your legacy for your loved ones

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain the latest IRA/401 (k) rules and tax- saving strategies, along with common mistakes that can be avoided.
We will discuss:

• Why taxes may be the biggest retirement risk you haven’t planned for. You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
• How you may be able to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
• Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
• How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement.
• Ways to lessen your future tax burden of Required Minimum Distributions (72) now.
• How you can benefit from recent tax legislation to reduce your taxes.
• Estate Taxes are going to back to “historical norms,” what does this mean for you?
• Learn to take advantage now of a 2-6 year tax window.
• How to transfer assets and create a legacy tax efficiently.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

We will explain the latest IRA/401 (k) rules and tax- saving strategies, along with common mistakes that can be avoided.
We will discuss:

• Why taxes may be the biggest retirement risk you haven’t planned for. You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
• How you may be able to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
• Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
• How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement.
• Ways to lessen your future tax burden of Required Minimum Distributions (72) now.
• How you can benefit from recent tax legislation to reduce your taxes.
• Estate Taxes are going to back to “historical norms,” what does this mean for you?
• Learn to take advantage now of a 2-6 year tax window.
• How to transfer assets and create a legacy tax efficiently.

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.