Retirement Planning Event

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!