at Ciao Amici's
June 22nd @ 6:00PM
Retirement Seminar at Ciao Amici's
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 at Ciao Amici's in Brighton 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
217 W. Main Street,
Brighton, MI 48116
DATE & TIME
Wednesday, June 22nd at 6:00 pm
Thursday, June 23rd at 11:00 am
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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