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Spokane Valley Library

Topic: The 5 Pillars of Retirement

22 N Herald Rd, Spokane Valley, WA 99206

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Tuesday, March 10 @ 6:00 – 7:00 pm

(Only a few spots left)

No Charge to Attend.
Seating is limited, so sign up today!

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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 Spokane Valley Library for an informational workshop covering Taxes, Investments, Income, Healthcare, and Legacy Planning (including how to deal with the current market environment) on Tuesday, March 10, 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.

Attend This Workshop And Learn:

  • ​Ways to help reduce or potentially eliminate retirement taxes
  • ​​Financial strategies that could increase your retirement income and last a lifetime
  • How to potentially choose the best healthcare coverage for your individual situation
  • ​Find out if you need a legacy plan
  • ​​How to structure your retirement with strategies that help you retire with confidence
  • ​​​Common misconceptions about retirement and legacy planning
  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy

Note: Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety or security generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.Our firm does not offer legal or tax advice. Consult your legal or tax advisor regarding your situation. Chad Bughi and Gerald Twenge offer securities through Madison Avenue Securities, LLC (MAS), member FINRA & SIPC. Riverside Financial, Inc. and MAS are not affiliated entities.” (updated 1/20/26). 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. By registering, you agree to our Privacy Policy.

https://www.cnbc.com/select/will-social-security-run-out-heres-what-you-need-to-know/
https://money.com/social-security-benefits-cut-2033/

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