Surviving Retirement Dinner & Workshop
Join us for a complimentary meal and presentation where we will reveal the latest proven techniques and strategies to possibly help you preserve your capital, get more income, decrease your risk and reduce your tax burden in retirement. During our time together, we'll cover:
- The advantages and disadvantages of Wills and Living Trusts.
- Possible strategies to use when structuring income to avoid Social Security tax.
- Learn 7 of the most common mistakes retirees make and how to avoid them.
- Market volatility and your retirement: Possible ways to keep the gains you made in the stock market and avoid history repeating itself.
- Who should you talk to about your investments?
- And MUCH more!
REGISTRATION CLOSES IN
EVENT DETAILS:
The Union Hotel & Restaurant
200 N Broadway, De Pere, WI 54115
Wednesday, March 23 or
Thursday, March 24
from 6:00 p.m. to 7:30 p.m.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20680 - 2021/1/11