The Conference Center at Central Penn College
600 Valley Rd, Summerdale, PA 17093
Date & Time
– Tuesday, February 6 at 6:00 p.m.
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!
As the Founder, President and CEO of Transition Advisor Group, a family of companies including Transition Planning Associates, an insurance brokerage firm and Transition Wealth Management, a fee-based investment advisory firm.
June has insurance licenses in Maryland, North Carolina, South Carolina, Pennsylvania, and Virginia. She and her team have a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June and her team work with her clients to build, manage and protect their assets through their life’s transitions. Her services include retirement, Social Security, final expenses, along with tax and income strategies to help create prosperity through effective planning.
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.