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𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗮 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗲𝘃𝗲𝗻𝘁 𝗮𝘁 𝗚𝗿𝗲𝗲𝗻𝗳𝗶𝗲𝗹𝗱 𝗣𝘂𝗯𝗹𝗶𝗰 𝗟𝗶𝗯𝗿𝗮𝗿𝘆 𝗶𝗻 𝗚𝗿𝗲𝗲𝗻𝗳𝗶𝗲𝗹𝗱 𝗮𝗻𝗱 𝗹𝗲𝗮𝗿𝗻 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱. This informative event will provide you with the tools to build a more secure and fulfilling future, helping you create the lifestyle you envision for the years to come. 𝙎𝙚𝙖𝙩𝙨 𝙖𝙧𝙚 𝙡𝙞𝙢𝙞𝙩𝙚𝙙—𝙧𝙚𝙨𝙚𝙧𝙫𝙚 𝙮𝙤𝙪𝙧 𝙨𝙥𝙤𝙩 𝙩𝙤𝙙𝙖𝙮!

We are hosting a FREE Dinner & Retirement Planning event for Ages 59+ Come on out for dinner and meet some new people and learn how NOT to outlive your money. We know you have questions and we have answers about retirement! We are hosting a FREE Dinner & Retirement Planning event for Ages 59+ 📅 Thursday, April 24 ⏰ 6:00 PM 📍 Lizards Thicket 7569 St Andrews Rd Irmo, SC Limited to 25 People – Reserve Your Spot! If you’re 59 or older, it’s time to take control of your retirement planning. Join us for a complimentary dinner and get expert insights on securing your financial future. ✅ Maximizing Social Security Benefits ✅ Understanding Medicare & Long-Term Care Options ✅ Creating a Reliable Retirement Income Plan ✅ Estate Planning & Protecting Your Assets Enjoy a relaxed evening with great food while learning valuable strategies to protect your retirement savings. No pressure—just helpful information and the chance to meet others planning for their future.

Want to learn how to avoid the costliest retirement mistakes? THIS WEEK you and a guest can register for our complimentary event that focuses on the impact of recent changes on Social Security, Taxes, the Market, AND MORE! You’ll discover: 👉 Optimization strategies to help you get the most from Social Security. 👉 Learn strategies on how to structure your current portfolio in today’s market. 👉 How to build an estate plan that protects your legacy from probate 👉 How to build an income plan that you, nor your family will outlive. 👉 How to pass your wealth to your loved ones in the most tax-advantageous ways possible. Now, MORE THAN EVER it is important to consider how the recent changes to Social Security, Market Volatility, Taxation, and Longevity WILL impact your decisions. Click “Learn More” to register for this complimentary class that has been called the #1 resource for baby boomers in your area!

This New Year’s Resolution? Take charge of your retirement with confidence. The next administration is set, and with the new year comes new opportunities—and potential challenges—for your financial future. How could changes in Washington impact your retirement? From taxes and Social Security to Medicare, inflation, and more, every decision could shape your journey to retirement. Join us at Saginaw Valley State University for an exclusive event where we'll discuss how upcoming legislative changes might affect you—and discover strategies to help safeguard and grow your nest egg in 2025. Don’t wait to set your financial goals in motion. Reserve your spot below!

This New Year’s Resolution? Take charge of your retirement with confidence. The next administration is set, and with the new year comes new opportunities—and potential challenges—for your financial future. How could changes in Washington impact your retirement? From taxes and Social Security to Medicare, inflation, and more, every decision could shape your journey to retirement. Join us at Saginaw Valley State University for an exclusive event where we'll discuss how upcoming legislative changes might affect you—and discover strategies to help safeguard and grow your nest egg in 2025. Don’t wait to set your financial goals in motion. Reserve your spot below!

Want to learn what to expect when the new administration takes office? This event may be for you! Don’t be caught off guard when policies, taxes or deductions change! Let us help you prepare. At our event, you’ll be a part of a discussion with pre-retirees, retirees, and retirement professionals addressing… • MARKET VOLATILITY - Strategies to help protect your assets from a potential market downturn. • ASSET PROTECTION – How can you protect yourself, your family, and your money? • SOCIAL SECURITY – Will Social Security be there for you? How can you maximize your benefits? • TAX REDUCTION STRATEGIES – Strategies to protect your retirement income from potential tax increases. • LONGEVITY RISKS – Who will care for you if your health fails? How much will it cost? Will you have enough? • AND MUCH MORE! Sign up today for a retirement dinner at Sonny Lubick’s Steakhouse in Fort Collins, CO on Tuesday, January 21st or Wednesday, January 22nd at 6:00 p.m. It’s coming up quickly, so reserve your spot before you miss your chance!