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Retirement Seminar
at Noto's

May 5th @ 6:00pm

Retirement Seminar at Noto's Old World

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 March 15th for lunch at Ruth's Chris Steak House in Troy 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

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LOCATION

Noto's Old World Italian Dining

6600 28th Street

Grand Rapids, MI 48546

DATE & TIME

Thursday, May 5th at 6:00pm

Who should attend these education seminars?
  • Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
  • Attendees have at least $250k in investable assets, but that is definitely not a requirement to attend.
  • Most importantly, you are interested in learning new concepts within our industry and the actionable steps you can take to solve many of today's retirement issues.
 


Retirement Planning Seminar
Noto's Old World Italian Dining

May 5th 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