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The Rising-Tax Risk in Retirement

Eliminate the Silent Partner in Your Retirement, the IRS, & Reduce Your Taxes In Retirement

Your Event Date & Time:

- Tuesday, June 25 at 6:00 p.m. CDT

- Thursday, June 27 at 6:00 p.m. CDT

- Saturday, June 29 at 10:30 a.m. CDT

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Thank you for registering for our upcoming webinars. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Webinar Date & Time:

– Tuesday, June 25 at 6:00 p.m. CDT

– Thursday, June 27 at 6:00 p.m. CDT

– Saturday, June 29 at 10:30 a.m. CDT

Please join the webinar 5-10 minutes in advance to avoid any disruptions once the presentation begins.

What now?

You will receive an email confirmation from [email protected] with your registration details and the link to join the webinar. Please add this email address to your contact or safe sender list, as you will not be able to join the presentation without your unique link. We will also send you reminder emails as the event draws nearer.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to speaking with you!

Jonathan English
Owner & Managing Director of Luca Wealth Management

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC-registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. All rights reserved. Licensed Insurance Professional.

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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 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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.