Retirement Seminar at
June 14th and 16th at 6:00pm
Retirement Seminar at Eddie Merlot'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 on June 14th or 16th at Eddie Merlot's in Birmingham, 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
DATE & TIME
Tuesday, June 14th at 6:00 pm
Thursday, June 16th at 6:00 pm
Who should attend this education seminar?
Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
They have at least $250k in assets saved for retirement.
Most importantly, they are interested in learning new concepts within the retirement industry and the actionable steps you can take to solve many of the issues facing retirees today.
37000 Woodward Ave,
Bloomfield Hills, MI 48304
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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