These workshops will be held in the Reeves School of Business (Clark Hall) on the Methodist University Campus. Free parking will be available.
130 Joe Stout View Dr
Fayetteville, NC 28311
– Methodist University on June 28 at 6:00 p.m.
– Methodist University on June 30 at 6:00 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 Methodist University. 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!
Persistent and purposeful, Desmond Taylor’s passion is teaching and behavioral finance. His expertise in financial analysis simplifies the complex instruments financial institutions employ, helping to build clients’ confidence along the way.
Desmond loves seeing people happy with the work he does. This motivates him to be precise and careful, helping to ensure the client understands all the moving parts of their holistic, generational wealth strategy.
Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and Client One Securities, LLC are not affiliated.
CLC Financial Services, LLC
2565 Ravenhill Dr, Ste 2D
Fayetteville, NC 28303
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.