Plumsteadville Inn Restaurant
5902 Easton Rd.
Pipersville, PA 18947
– Wednesday, April 19 at 6:00 p.m.
Enjoy a delicious meal featuring your choice of Steak, Chicken, or Fish entrée.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Plumsteadville Inn 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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Brent has a long standing history of doing business in his community and in the greater Philadelphia/New Jersey area since 2003. Brent’s commitment is always to his clients and his determination is to deliver as promised.
His goal is to help clients gain a better understanding of where they are and the steps they can take to help maximize retirement and wealth preservation. Brent is passionate about helping his clients so they can make better informed decisions. Navigating through investment and retirement income decisions can be like sailing through rough seas. Brent can help you chart your course and would love to work with you to empower you to a better financial situation. In addition, you will see the benefit of working with a skilled professional to help reach your goals.
Outside of business, Brent and his family live in the Riegelsville area and has an office there and in Bedminster, PA. He is a strong believer in volunteering in the community. He volunteers on a Regional Building Committee.
In his free time he can be found engaging in his favorite pastimes, running along the beautiful back roads in Riegelsville and working out at Forever Fitness Gym in Milford, NJ. He believes that if you don’t have your health, you don’t have anything
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.