Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation³ that may increase tax rates, a growing national debt, and market volatility, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Dolphin Bar & Shrimp House
1401 NE Indian River Dr.
Jensen Beach, FL 34957
– Thursday, November 3 at 11:30 a.m.
– Thursday, November 3 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!
Lunch: Enjoy a delicious meal featuring you choice of entrée: Parmesan Crusted Chicken, Salmon with fresh dill sauce, or Fried Shrimp.
Dinner: Enjoy a delicious meal featuring your choice of Parmesan Crusted Chicken, Fred’s Incredible Meatloaf, or Salmon with fresh dill sauce.
Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Dolphin Bar & Shrimp House. 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!
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.