10160 Forrest Hill Blvd.
Wellington, FL 33414
– Thursday, May 18 at 12:00 p.m.
Enjoy a delicious meal featuring your choice of New York Strip Steak or Salmon entrée with seasonal vegetables.
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 Franco Italian-Bistro. 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!
Goeffrey Wight is the founder and President of Assets Risk Management, LLC. Geoffrey believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their retirement goals. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning, and estate conservation.
Geoffrey believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. The strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet short- and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for the changing economic climate.
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.