Enjoy a delicious meal with your choice of Steak, Chicken, or Fish entrée.
1619 S. Kentucky St.
Amarillo, TX 79109
– Tuesday, February 28 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary lunch and enlightening presentation at Macaroni Joe’s. 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:
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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Dereck Blair is a lifelong servant of the community who has been an insurance expert, financial planner, and tax specialist for almost a decade. As a 3rd generation farmer himself, Dereck grew up experiencing first-hand the pressure that comes with knowing that a bad crop or a bad turn of luck could bankrupt their family or worse, even if it seemed like they were doing everything else right.
Dereck uses this same philosophy in financial planning, to help and guide individuals, families, and businesses he works with; to plan for the good but be well prepared for the unfortunate situations that potentially may happen. He does this by using a very comprehensive and personal planning system.
After attending West Texas A&M University, Dereck founded Caprock Financial so that he could implement his philosophy and help families like his protect and grow their generational wealth without the constant worry that they may lose the things they worked so hard for. Today he lives a life that he’s proud of in Shallowater where he is married to the love of his life, Heather, and raising their six amazing children.
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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.