LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, legacy planning, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and optimize your benefits?

Join us at the Fountain Hills Community Center for an informational workshop covering Taxes, Investments, Income, Healthcare, and Legacy Planning (including how to deal with the current market environment) on Tuesday, March 24, from 6:00 – 7:00 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including your legacy), and how to help position yourself for better returns with the current market situation. You’ll also learn about different investment types for retirement and how to potentially choose the best healthcare coverage.

Should you have a legacy plan? How can you pass on assets to your loved ones? Work with a financial professional and qualified attorney to learn ways to help protect your spouse and children’s inheritance from potential creditors, predators, future divorces, taxation, and lawsuits. 

Sit back relax and enjoy the information. Our goal is to empower you to take better control of your retirement and help protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

If you would like more information on ways to potentially maximize your retirement income and health care benefits while reducing taxes and help protect your legacy, this workshop is for you.