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Thank you for registering for our upcoming event at The Conference Center at Central Penn College located at 600 Valley Rd, Summerdale, PA 17093. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].
Event Date & Time:
– Tuesday, December 2 at 6:00 p.m.
SPECIAL DIRECTIONS: The Conference Center is located on the first floor of the ATEC Building of the Central Penn College Campus. Please park in Lot K, which is Conference Center parking, and enter through the back of the building; this provides the easiest access from Lot K. Clear signage will be posted inside. Your presenter will also be available to welcome and direct attendees to the meeting room.
We kindly ask that you arrive no later than 15 minutes early to allow time to park, check-in and be seated, as this event starts promptly at 6:00 p.m. You can view a campus map here: https://bit.ly/42m0Jl8
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
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Transition Advisor Group (TAG-PA) is a family of companies to include Transition Planning Associates – an insurance brokerage – and Transition Wealth Management. All of our companies provide financial expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina and Virginia. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with safety and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper financial planning steps in place for a successful retirement.
Taxes Declassified is unaffiliated with Transition Advisor Group and Transition Wealth Management. Licensed Insurance Professional.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.