Pacific Southwest Association of Realtors
880 Canarios Ct, Suite 100
Chula Vista, CA 91910
– PSAR South on March 22 at 6:30 p.m.
– PSAR South on March 24 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Pacific Southwest Association of Realtors. 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!
Every attendee will receive a complimentary copy of “The No-Compromise Retirement Plan.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
Mike Savarese offers Securities and Advisory Services through Client One Securities, LLC. Member FINRA/SIPC and an investment advisor. America’s Advisory Group and Client One Securities, LLC are not affiliated.
Mike Savarese, America’s Retirement Advisory Group
2525 Camino del Rio South, Suite 260
San Diego, CA 92108
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.