480-485-4723
No Charge to Attend.
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The Center on Rosser
Topic: Estate and Retirement Planning
1280b E Rosser St, Prescott, AZ 86301
Wednesday, October 23 @ 10:00 - 11:00 am
(Only a few spots left!)
LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PROTECT YOUR ESTATE
Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?
Join us at The Center on Rosser for an educational workshop, covering Estate and Retirement Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, October 23, from 10:00 - 11:00 am. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse's and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement and estate taxes
- Financial strategies that could increase your retirement income and last a lifetime
- Different approaches to help protect your assets when they are passed on
- Tools and methods available to retirees to help develop a retirement tax strategy
- Common misconceptions about retirement and estate planning
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
Victory Wealth Services is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personable identifiable information and mis information may be deleted.
By registering, you agree to our Privacy Policy.
The Center on Rosser
Topic: Estate and Retirement Planning
1280b E Rosser St, Prescott, AZ 86301
Wednesday, October 23 @ 10:00 - 11:00 am
OPEN
No Charge to Attend.
(Only a few spots left!)
Learn How To Optimize Your Retirement Income And Protect Your Estate
Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?
Join us at The Center on Rosser for an educational workshop, covering Estate and Retirement Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, October 23, from 10:00 - 11:00 am. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse's and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement and estate taxes
- Financial strategies that could increase your retirement income and last a lifetime
- Different approaches to help protect your assets when they are passed on
- Tools and methods available to retirees to help develop a retirement tax strategy
- Common misconceptions about retirement and estate planning
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
Victory Wealth Services is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personable identifiable information and mis information may be deleted.
By registering, you agree to our privacy policy.
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