You and a guest are cordially invited to a special Complimentary Dining Event Immediately following our workshop on understanding your retirement options. Presented by Agent Name.
Topics to be Discussed:
- Social Security: How and when to take it.
- Investment tactics that can reduce your future tax burden and help safeguard your estate.
- How to handle changes in tax laws which affect your existing retirement plan or IRA assets.
- How to ensure an income-tax-free inheritance for my heirs. Strategies with no extra money spent from your pocket.
- Do you know what your options are if you have experienced tremendous losses or recently left your employer?