Your choice of a Tenderloin, Baked Atlantic Salmon or Grilled Chicken Piccata entrée.
The Union Hotel & Restaurant
200 N Broadway
De Pere, WI 54115
– Union Hotel on September 27 at 5:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Union Hotel & 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:
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!
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. 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 provide, and should not be relied upon for, accounting, legal, tax or investment advice. 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.