LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market downturn, wills & trusts, 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 maximize your benefits?

Join us at the Greer City Hall for an educational workshop covering Taxes, Investments, Income, Healthcare, and Estate Planning (including how to deal with the current market environment) on Tuesday, March 31, from 6:00 – 8:00 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to 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 Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits.

Sit back relax and enjoy the education. Our goal is to empower you to take better control of your retirement and 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 how to maximize your retirement income and health care benefits while reducing taxes and protecting your estate, this workshop is for you.