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Retirement planning doesn't have to feel overwhelming when you have the right guidance. Join us this Tuesday, August 12th at Pat's Sub Shop in Aiken for a comprehensive workshop covering everything you need to know. We'll discuss Social Security optimization, Medicare basics, long-term care strategies, and retirement income planning - all the pieces that need to work together for a secure retirement. Plus, enjoy a complimentary dinner while you learn from local experts who've helped hundreds of your neighbors plan confidently for their future. Join Us: 📅 Tuesday, August 12th 🕕 6:00PM 📍 Pat's Sub Shop 728 E Pine Log Rd, Aiken, SC *Meal provided for first time attendees only**

Countless Americans Are Not Ready for Retirement. Are You? It’s not just about saving – it’s about planning. Join our FREE online event to learn seven steps that can simplify your retirement strategy and protect your future. Learn ways to: 💡 Get more out of Social Security 💰 Create guaranteed retirement income 🏥 Prepare for long-term care 🔥 Beat inflation over time Tom Hegna, America’s Retirement Income Expert, is breaking it all down. 🎁 Bonus: All attendees will be eligible to receive a complimentary copy of the bestseller, Don't Worry, Retire Happy by Tom Hegna. Click the "Learn More" button (or tap the image below) to view the full details, including the date, time, and location, and secure your spot for this complimentary and informative ONLINE workshop!

A Smarter Way to Retire Is Here Retirement isn’t what it used to be. Learn from the best – Tom Hegna’s proven strategies can help you build lasting, tax-free income, avoid costly mistakes, and protect your family legacy. What you’ll learn in this free online event: 👉 How to create income you can't outlive 👉 How to minimize taxes and protect your Medicare 👉 How to make your money work together more efficiently Bonus: All attendees will be eligible to receive a complimentary copy of the bestseller, Paychecks and Playchecks by Tom Hegna. Your future self will thank you. Save your seat now. Click the "Learn More" button (or tap the image below) to view the full details, including the date, time, and location, and secure your spot for this complimentary and informative ONLINE workshop!

Want to be ready for big new changes to Social Security, Tax Rules and Retirement Risks? Join us at the FREE "Retirement Risks in the New Economy" at Hall Memorial Library in Ellington. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT1-7-1-Workshop -- Retirement Risks Workshop Topics Include: ☑️ Social Security Changes: Learn why Social Security planning is so important and how new filing changes could impact monthly benefits. ☑️ Retirement Taxes & Inflation: Learn how taxes impact retirement income and strategies to reduce the impact of inflation. ☑️ New Normal Economy: Learn how volatile interest rates, record inflation and market risks could impact retirement income . ☑️ Market Risk Strategies: Learn new ways to help protect and grow retirement income by managing stock and bond market risks. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT1-7-1-Workshop

Want to be ready for big new changes to Social Security, Tax Rules and Retirement Risks? Join us at the FREE "Retirement Risks in the New Economy" at Hall Memorial Library in Ellington. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT1-7-1-Workshop -- Retirement Risks Workshop Topics Include: ☑️ Social Security Changes: Learn why Social Security planning is so important and how new filing changes could impact monthly benefits. ☑️ Retirement Taxes & Inflation: Learn how taxes impact retirement income and strategies to reduce the impact of inflation. ☑️ New Normal Economy: Learn how volatile interest rates, record inflation and market risks could impact retirement income . ☑️ Market Risk Strategies: Learn new ways to help protect and grow retirement income by managing stock and bond market risks. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT1-7-1-Workshop

Is Your Retirement Plan Built for Today’s Challenges? 🧭 Join us for a free Retirement Wealth Academy class at Florida Gulf Coast University and gain clarity on the five areas that matter most: ✅ How to generate lifetime income without running out ✅ Smart tax strategies to keep more of what you’ve earned ✅ Social Security decisions that could impact your entire plan ✅ Protecting against market risk and rising healthcare costs ✅ Leaving a legacy—not a headache—for your family . . 📅 July 10 or July 16 🕕 6:00–8:00 PM 📍 Florida Gulf Coast University (Fort Myers) 🎟️ Reserve your complimentary seat now: https://myincomeplan.com/events-july 👉 Space is limited, and these fill up fast in the Cape Coral area. Don't miss out.

Are you between the ages of 57-70 and nearing retirement or presently retired? 💼 Make Your 401(k) Work Harder—Be Tax-Smart! 💼 Are you worried about taxes eating into your retirement? Join our complimentary online workshop and learn powerful strategies to create a tax-efficient retirement plan from your 401(k), IRA, or pension. 📊 During this 45-minute session, you’ll learn: 🔹 Tips to reduce required minimum distributions 🔹 Tax-saving opportunities in today’s landscape 🔹 How to leave a tax-efficient legacy

🚨 Avoid These Costly Estate & Retirement Planning Mistakes! Many retirees unknowingly make estate planning and tax mistakes that could cost them and their heirs thousands. Don't let that be you! Join us for a FREE Dinner Workshop and gain valuable insights on: ✔️ The difference between a simple will and a complete estate plan ✔️ How to pass down your wealth with the least tax burden ✔️ The pros & cons of IRAs, Roth IRAs, 401(k)s, and pensions ✔️ Strategies to make your money last throughout retirement ✔️ Simple ways to avoid probate delays, legal fees, and unnecessary taxes 🍽 Enjoy a complimentary catered meal as our gift to you! 📍 Limited seating—RSVP today to secure your spot! Click the "Learn More" button (or tap the image below) to view the full details, including the date, time, and location, and secure your spot for this complimentary and informative workshop!

You and a guest are invited to join us for our exclusive workshop at the Snohomish Senior Center where you can delve into the 5 Essential Topics of a Comprehensive Retirement Plan. Protect your nest egg from potential risks including policy changes, market fluctuations, and geopolitical uncertainties. Don't leave your retirement to chance! 👉 Unlock the secrets to maximizing Social Security benefits, minimizing Medicare expenses, and reducing your tax burden. 👉 Discover the importance of having a solid plan for retirement and learn how to tailor it to your unique needs. Say goodbye to cookie-cutter approaches and hello to a Cutting Edge Comprehensive Retirement Plan. 👉 Gain valuable insights from our team of FIDUCIARY Advisers, dedicated to aligning your investments with your long-term goals. Tap the image below or click 'Learn More' to view full event details, including the date, time, and venue. Secure your spot for this complimentary, highly-rated workshop—the top resource for retirees and pre-retirees in your area!

Join us at Johnny's Italian Steakhouse for an educational dinner workshop covering "The 5 Pillars of Retirement" on Tuesday, April 29, from 6:30 to 8:00 pm. Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market situation. You'll also learn about different investment types for retirement and how to potentially choose the best healthcare coverage. Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. No charge to attend. Limited seating.

Did you know that strategically timing the withdrawals of your retirement income can potentially lead to thousands of dollars in savings over the course of your retirement? Join us at the Bellaire City Library for an educational "Smart Moves To Make During A Recession" workshop on Tuesday, May 6, from 11:30 am - 12:30 pm. But that’s not all, you’ll also learn about: • The official new tax reform rules and their impact on your retirement • How lost deductions may affect your taxes in retirement • And common misconceptions about taxes in retirement Don’t wait, click the link to learn more & secure your spot for the workshop now. The Society for Financial Awareness is a 501(c)(3) nonprofit organization dedicated to spreading financial literacy by providing free educational resources directly to the public.

Did you know that strategically timing the withdrawals of your retirement income can potentially lead to thousands of dollars in savings over the course of your retirement? Join us at the Bellaire City Library for an educational "Smart Moves To Make During A Recession" workshop on Tuesday, May 6, from 11:30 am - 12:30 pm. But that’s not all, you’ll also learn about: • The official new tax reform rules and their impact on your retirement • How lost deductions may affect your taxes in retirement • And common misconceptions about taxes in retirement Don’t wait, click the link to learn more & secure your spot for the workshop now. The Society for Financial Awareness is a 501(c)(3) nonprofit organization dedicated to spreading financial literacy by providing free educational resources directly to the public.

What the IRS Doesn’t Want You to Know About Your Retirement! Your retirement savings could be at risk if you don’t understand how tax laws are changing. Join us for a private educational workshop and learn how to chart a course to a tax-free retirement. What You'll Discover: ✔️ How the latest 2025 tax rules will impact your retirement & how to navigate them ✔️ Strategies to minimize or eliminate estate & retirement taxes to protect your legacy ✔️ The power of Roth conversions and how to reduce taxes while converting ✔️ How to use tax-loss harvesting to lower your tax bill & boost investments ✔️ Misconceptions about retirement planning that could cost you thousands Secure your spot today—your financial future depends on it! Click the "Learn More" button (or tap the image below) to view the full details, including the date, time, and location, and secure your spot for this complimentary and informative workshop!

What the IRS Doesn’t Want You to Know About Your Retirement! Your retirement savings could be at risk if you don’t understand how tax laws are changing. Join us for a private educational workshop and learn how to chart a course to a tax-free retirement. What You'll Discover: ✔️ How the latest 2025 tax rules will impact your retirement & how to navigate them ✔️ Strategies to minimize or eliminate estate & retirement taxes to protect your legacy ✔️ The power of Roth conversions and how to reduce taxes while converting ✔️ How to use tax-loss harvesting to lower your tax bill & boost investments ✔️ Misconceptions about retirement planning that could cost you thousands Secure your spot today—your financial future depends on it! Click the "Learn More" button (or tap the image below) to view the full details, including the date, time, and location, and secure your spot for this complimentary and informative workshop!

Want to be ready Social Security Changes, Tax Rules and Retirement Risks? Join us at the FREE "Retirement Risks in the New Economy" at Rockville Elks Lodge in Vernon. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT6-4-21-Workshop -- Retirement Risks Workshop Topics Include: ☑️ Social Security Changes: Learn why Social Security planning is so important and how new filing changes could impact monthly benefits. ☑️ Retirement Taxes & Inflation: Learn how taxes impact retirement income and strategies to reduce the impact of inflation. ☑️ New Normal Economy: Learn how volatile interest rates, record inflation and market risks could impact retirement income . ☑️ Market Risk Strategies: Learn new ways to help protect and grow retirement income by managing stock and bond market risks. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT6-4-21-Workshop

You and a guest are invited to join us for our exclusive workshop at Mama Stortini's (Federal Way, WA) where you can delve into the 5 Essential Topics of a Comprehensive Retirement Plan. Protect your nest egg from potential risks including policy changes, market fluctuations, and geopolitical uncertainties. Don't leave your retirement to chance! 👉 Unlock the secrets to maximizing Social Security benefits, minimizing Medicare expenses, and reducing your tax burden. 👉 Discover the importance of having a solid plan for retirement and learn how to tailor it to your unique needs. Say goodbye to cookie-cutter approaches and hello to a Cutting Edge Comprehensive Retirement Plan. 👉 Gain valuable insights from our team of FIDUCIARY Advisers, dedicated to aligning your investments with your long-term goals. Tap the image below or click 'Learn More' to view full event details, including the date, time, and venue. Secure your spot for this complimentary, highly-rated workshop—the top resource for retirees and pre-retirees in your area!

You and a guest are invited to join us for our exclusive workshop at Mama Stortini's (Federal Way, WA) where you can delve into the 5 Essential Topics of a Comprehensive Retirement Plan. Protect your nest egg from potential risks including policy changes, market fluctuations, and geopolitical uncertainties. Don't leave your retirement to chance! 👉 Unlock the secrets to maximizing Social Security benefits, minimizing Medicare expenses, and reducing your tax burden. 👉 Discover the importance of having a solid plan for retirement and learn how to tailor it to your unique needs. Say goodbye to cookie-cutter approaches and hello to a Cutting Edge Comprehensive Retirement Plan. 👉 Gain valuable insights from our team of FIDUCIARY Advisers, dedicated to aligning your investments with your long-term goals. Tap the image below or click 'Learn More' to view full event details, including the date, time, and venue. Secure your spot for this complimentary, highly-rated workshop—the top resource for retirees and pre-retirees in your area!

Want to be ready Social Security Changes, Tax Rules and Retirement Risks? Join us at the FREE "Retirement Risks in the New Economy" at Rockville Elks Lodge in Vernon. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT6-4-21-Workshop -- Retirement Risks Workshop Topics Include: ☑️ Social Security Changes: Learn why Social Security planning is so important and how new filing changes could impact monthly benefits. ☑️ Retirement Taxes & Inflation: Learn how taxes impact retirement income and strategies to reduce the impact of inflation. ☑️ New Normal Economy: Learn how volatile interest rates, record inflation and market risks could impact retirement income . ☑️ Market Risk Strategies: Learn new ways to help protect and grow retirement income by managing stock and bond market risks. *For FREE Admission, Request Tickets Here: https://www.retirementyou.com/CT6-4-21-Workshop