FIND OUT WHY FORWARD-THINKING RETIREES ARE MAKING ADJUSTMENTS TO HELP PROTECT THEIR FINANCIAL FUTURE.

Changes in the tax code may benefit you; IF you understand how to use them when planning for retirement.

The local retirement specialists and financial advisors of Retirement by Design cordially invite you to a complimentary group consultation and dinner.

Topics that may be discussed include:

• Understand what the new President Trump Tax Law may mean to you! Who wins? Who loses?
• Identify the 3 most important steps to take NOW, before the next bear market hits.
• Potentially pay far less in taxes on your retirement income.
• Stop Uncle Sam from becoming the primary recipient of your retirement account.
• Alternative ways to cover Long-Term Care costs.
• Turn existing IRAs into tax-free accounts.

Most of our clients want to learn about strategies that can help to increase income, reduce taxes, and not run out of money (and, if possible, without market risk or unnecessary fees). This is not a sales seminar. It is an Informational Program that deals with the facts… the good, the bad, and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions.

This event is designed to provide financial education for individuals ages 50 through 75 with retirement savings of more than $500,000, who are currently retired or nearing retirement. Reservations are required. Seating is limited and fills quickly. Preferential seating for first-time attendees.

Please use our form to register. Confirmed registrations required. Please arrive 30 minutes before the start of the event.