5096 Big Island Dr.
Jacksonville, FL 32246
– Seasons 52 on June 14 at 11:30 a.m. – Seasons 52 on June 14 at 6:00 p.m.
– Seasons 52 on June 14 at 11:30 a.m.
– Seasons 52 on June 14 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Enjoy a selection of signature flatbreads – Roasted Tomato, All-Natural Pepperoni, Pesto Chicken & Fresh Mozzarella, or season selection. Along with a lunch entrée of either the Naked Cheddar Burger, Lump Crab Cake Sandwich, or BBQ Chicken Salad finished with a Mini Indulgence Dessert.
Enjoy a selection of signature flatbreads – Roasted Tomato, All-Natural Pepperoni, Pesto Chicken & Fresh Mozzarella, or seasonal selection. Along with a dinner entrée of either the Brick-Oven Vegetable Gnocchi, Cedar Plank-Roasted Salmon, or Rotisserie Half Chicken finished with a Mini Indulgence Dessert.
Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Seasons 52. 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 a native of Jacksonville, Eric focuses his expertise on the design of personal retirement strategies. He has been in the Insurance and Financial Services field since 1998.
Eric states, “It is my conviction that money should not dictate your retirement lifestyle. Instead, your desired lifestyle should influence your financial strategy. Uncertainty about the future of taxes, inflation, and social security cause retirees to skip vacations and live on a tighter budget than may be necessary. Retirement shouldn’t be this way.
It should be an enjoyable time, where you’re comfortable and confident, living the lifestyle you want without fear of financial failure. That’s what I try to bring to every client meeting. We stop the money from dictating your lifestyle, and instead create a financial strategy that’s suitable for you and is also based around the retirement lifestyle you’ve envisioned.”
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.