HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?
No One Makes Mistakes on Purpose!
Getting a second opinion could be the most important financial decision of your life.
It is no secret that those who educate themselves will be best prepared for a comfortable retirement and grow their portfolios in spite of the ups and downs of the marketplace.
Don’t miss this opportunity to learn about a holistic approach to retirement income planning. These powerful strategies can reduce your tax burden and ensure your family legacy.
Register today and enjoy retirement the way it's meant to be!
Registrations for this event are limited by availability and will be taken on a first-call basis.
This event is designed to provide financial education for individuals ages 50 through 75 with retirement savings of more than $250,000, who are currently retired or nearing retirement.
Reservations limited to to first-time attendees and people who are not currently working with Grace Tax Advisory Group, LLC. or Grace Capital Management Group, LLC.
