You and a guest are invited to join us for a Complimentary Dinner Event:
Strategies to Help Protect Your Retirement
Join Us On:
Jan. 23rd at 5:45pmEVENT FULL-WAITLIST ONLY
Vittoria: 10241 Sawmill Pkwy, Powell, OH 43065
or Jan. 24th at 5:45pmEVENT FULL-WAITLIST ONLY
Hyde Park Prime Steakhouse: 6360 Frantz Rd. Dublin, OH 43017
In this no-cost, no-obligation dinner event, we’ll discuss:
In these challenging times, the Federal government has spent trillions of dollars more than in previous years. What does this mean for taxes, required minimum distributions and your retirement? Join us for this informational live event.
In this live event, presented by JC Davis, he will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.
Let’s Discuss:
UNDERSTANDING THE MARKET
- The Secure Act of 2019 & What It Could Mean for You
- Common Problems with Qualified Retirement Plans
- Why Certain Annuities Are Just As Risky As the Market
- 3 Types of Market Trends & How They Could Impact You
- Could Government Spending Impact Your Retirement?
LEARNING ABOUT YOUR ACCOUNTS
- Fees & Charges – how they work & how to know what you’re paying now
- The Importance of Mitigating Losses
- Company Ratings – why they matter
- Pensions, Annuities, & Retirement Accounts
- 401(k)/IRA/403(b) and more
TAX & BENEFICIARY ISSUES
- Tax-deferred and tax-free income options
- Beneficiary tax considerations
- Life insurance, annuities, pensions and retirement accounts
- Tax implications for different retirement options
- Potential tax-free retirement options
LIFETIME INCOME OPTIONS
- Getting reasonable rate of return on your money
- Avoiding market risk with your retirement income
- Creating an income you can’t outlive
- Strategies for secure retirement income – for life
- Securing your wealth no matter what happens in the market
Since you may have previously attended one of our events, we are reaching out again. A lot has happened in the last 2 years that could affect your retirement strategy. Join us and learn some valuable information. There is no cost to attend and no obligation.