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Retirement Seminar at Capital Prime

March 1st at 6:00pm

Retirement Seminar at Capital Prime

Join us for this special retirement event.
There is no cost, but seating is limited.

Have you ever asked yourself:

"Can I retire?"

"How am I going to afford retirement?"
"How long will my retirement funds last?"
"Am I protected against the unknown?"
"Will taxes and medical expenses ruin my retirement?"


These are just a few of the more common questions we often hear from people who are at or near retirement age - and they are valid questions and concerns. If you don't have the right plan in place to meet your situation and specific needs, your retirement might not be as great as you hoped it would be.

Join us on Tuesday, March 1st, at Capital Prime in Lansing, to learn about common pitfalls of retirement planning and how to identify any gaps in your retirement plan that might cause you headaches during your retirement years.

We'll also touch on:

  • How your investment plan can be improved with a S.M.A.A.R.T.(SM) 
    tax management strategy

  • Strategies to partially disinherit the IRS

  • The biggest obstacles to your retirement dreams and how to overcome them

  • How income distribution planning can lower your taxes and reduce your overall portfolio risk

  • Tax-free alternatives to Roth retirement accounts

  • How proper TAX MANAGEMENT can increase your family’s wealth by more than 50%

  • How to avoid the common mistakes many people make when electing Social Security benefits

LOCATION

Capital Prime

2324 Showtime Dr,

Lansing, MI 48912

DATE & TIME

Tuesday, March 1st at 6:00 pm

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Retirement Planning Seminar
Capital Prime

March 1st at 6:00pm

Meeting with Clients

Rather Meet
One-On-One?

If the above dates or locations aren't the right fit for you, schedule a meeting today for a one-on-one consultation to discuss our Retirement Planning products and services.

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Investment Adviser Representatives offer investment advisory services through FSA Advisors, Inc., (FSAA) and ICC. Registered Representatives offer securities through Independence Capital Co., Inc. (ICC) Member FINRA, SIPC. Annuity and Insurance Products offered through Financial Services of America. FSA, ICC and FSAA are separate entities which are each independently owned and operated. Privacy Policy | FSAA Disclosure