120 S Jordan Creek Pkwy.
West Des Moines, IA 50266
– Bravo Italiana on July 12 at 6:30 p.m. – Bravo Italiana on July 14 at 6:30 p.m.
– Bravo Italiana on July 12 at 6:30 p.m.
– Bravo Italiana on July 14 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Enjoy a delicious Italian dinner including a Soup or Salad option of Lobster Bisque or a Chopped Salad and an entrée of your choice featuring Shrimp Fra Diavolo, Lasagna, or Chicken Parmesan with Herb Linguine.
Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Bravo Italiana. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and 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!
For more than two decades, Nathan has made a name for himself in the Financial Services Industry by providing a very dedicated and disciplined approach to his clients’ needs. He has an in-depth scope of the industry having worked within some of the worlds largest and most well respected companies. As an independent advisor, he is capable of utilizing an extensive universe of tools and resources to build distinctively personalized plans, all of which are holistic in nature. Nathan’s passion for the business, integrity, and ability to relay important information in a meaningful fashion is integral to his clients’ satisfaction.
Nathan holds a B.S. in Finance from Iowa State University. His professional licensing currently includes the 65 (Uniform Registered Investment Adviser Law), and Life and Health Licensed through the State of Iowa.
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.