* This event is neither sponsored nor endorsed by Mi Tierrita Mexican Restaurant.
Event Details
Mi Tierrita Mexican Restaurant
214 Okatie Village Dr, Okatie, SC 29909
Lunch Options:
– Mi Tierrita Mexican Restaurant on January 23 at 12:00 p.m.
– Mi Tierrita Mexican Restaurant on January 25 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
MENU: Mexican dish choices.
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Mi Tierrita Mexican Restaurant. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Must be 55 or older to attend.
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Ronny H. Hair has over 30 years experience in the financial services industry, the past 20 years of which he has spent advising clients with retirement and investment plans right here in the Central and Lowcountry South Carolina and surrounding areas. As a seasoned and experienced advisor, Ronny treats every meeting and recommendation as if that client were his own family. He takes pride in the fact that most of his clients come from personal referrals. Ronny formed and managed “Members Financial Services” the investment department of SRP Federal Credit Union for over a decade, before opening his private practice over fifteen years ago. He holds insurance licenses in South Carolina and Georgia and is licensed as an Investment Advisor Representative (Series 65). His goal is protecting hard-earned assets and helping clients to achieve a lifetime of financial stability for themselves and potentially multiple generations. He has served on the hospital board of trustees from January 2000 to January 2009 and Board Chairman from the years 2001 to 2007. He uses strategies with proven results and communicates in simple, easy to understand terms. Protecting principal and assets from fluctuations are important guiding concepts I consider before making a recommendation. When retirement income is on your mind, it’s not just the amount of income, but the stability of it as well that matters.
© 2024 Taxes Declassified | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.