TRADE WARS, FED DECISIONS, INFLATION, A POTENTIAL RECESSION, A SLOWING ECONOMY, AND THE RISK OF RISING TAXES

Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

We will discuss:

  • Market Risk & Volatility:How they can affect your portfolio.
  • Comprehensive Income Planning:Generating reliable and predictable income.
  • Tax Reduction Strategies:Options to save as much as possible during retirement.
  • Maximizing Social Security & Medicare Benefits:How and when to make the most of your benefits and your spouse’s future.
  • Estate Planning:Securing your legacy amid current tax thresholds and inheritance laws.

If there’s a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone.

Spouses are encouraged to attend!

Upcoming Workshops & Webinars

There are no upcoming workshops or webinars at this time.
Please check back again soon.

Dates: October 13th OR 15th at 6:00pm

Where: Troy Country Club
1830 Peters Rd, Troy, OH 45373

Topic: WILLS, TRUST & RETIREMENT

Registration starts at 5:30 and the event promptly begins at 6pm

NO LATE ENTRIES

NO agents, or financial advisors are permitted to attend.

Dinner will be provided

Dates: November 10th OR 12th at 6:00pm

Where: Beavercreek Golf Club
2800 New Germany Trebein Rd, Beavercreek, OH 45431

Topic: WILLS, TRUST & RETIREMENT

Registration starts at 5:30 and the event promptly begins at 6pm

NO LATE ENTRIES

NO agents, or financial advisors are permitted to attend.

Dinner will be provided

Register Now