The Big Biscuit
16111 W 87th St
Lenexa, KS 66219
– Wednesday, September 20 at 8:30 a.m.
– Thursday, September 21 at 8:30 a.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 Big Biscuit. 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!
Scott is the Executive Vice President of A-Z Retirement Services, LLC. He is a Springfield native who’s career has taken him from Kansas City to Wall Street and back. His career started in 1996 as a financial advisor and quickly escalated into executive management leadership with two Fortune 100 companies. Scott has been responsible for the oversight and education of over 6,000 financial advisors and managers. During this time, his primary focus was the education and teaching of advisors to help their clients reach the pinnacle of their financial goals.
He is recognized nationally as having an expertise in retirement planning strategies, Social Security maximization, wealth accumulation, and income distribution. He shows individuals ways to potentially increase their retirement income while simultaneously lowering taxes. Scott focuses on using the IRS tax code and its nuances to his clients’ advantage.
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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including 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. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. 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.