Catch 22 Bar & Grill
12418 Cumming Hwy, Suite 406, Canton, GA 30115
– Catch 22 on March 15 at 6:30 p.m.
– Catch 22 on March 17 at 6:30 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 been so challenging. Join us for a complimentary meal and enlightening presentation at Catch 22 Bar & Grill in Canton, GA. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and 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!
As the owner of Bales Financial Group, Davey’s goal is to help individuals and families realize their retirement goals. Davey, his wife Amy and their three children reside in Cumming, GA. They are members of Browns Bridge Community Church.
State License Number: GA594587
Mark Anglin has had a passion for serving others his entire life. He proudly served his country as a member of the United States Army where he began to hone his leadership and servant skills. Building upon his desire to lead and serve, Mark helps others to protect their financial and physical assets through investment advising and insurance. Mark lives in Dawsonville with his wife Briana and their three children; Ty, Taylor, and Madison. He is an avid bass tournament fisherman, loves deer hunting, and especially loves to watch his kids compete in sporting events.
State License Number: GA2760435
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.