703 N Sequim Ave
Sequim, WA 98382
– Paradise Restaurant on January 16 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Menu: Your choice of New York Strip, Northwest Salmon, Deep Fried Prawns, Chicken in Dijon Sauce or Crab Louie Salad.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Paradise 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 events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Creative Retirement Planning, Inc. and its founder, Dave Nute, RICP®, ChFC®, CLU®, has helped hundreds of our clients, to plan for their retirement and financial planning needs for forty years.
Dave was in the first graduating class (2013) in our country, for the Retirement Income Certified Professional TM (RICP® ) program from the American College. Many Retirees, and those planning ahead for their retirement, will often create more choices for their years ahead, with quality Retirement Income Planning assistance and guidance.
We understand your need for responsible strategies, integrity and transparency at all times. For every client, we are always working to help each, to make their best decisions.
As a public speaker and author, Dave has helped thousands of area residents with their Social Security choices, Retirement Income Planning, IRA and other Retirement Accounts, Long Term Care Strategies, Legacy Planning, and Investment guidance.
We are a licensed Registered Investment Advisor, Insurance Agency and Mortgage Broker and provide valuable guidance into retirement and often provide extra value, to help you coordinate and work through, the all-too-often, noisy and expensive distractions.
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.