SURVIVING RETIREMENT

LEARNING HOW TO AVOID COSTLY FINANCIAL MISTAKES MAY BE YOUR BEST INVESTMENT.

You and your guests are cordially invited to join us for an informational dinner event at Johnny’s Italian Steakhouse. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a fabulous, complimentary gourmet dinner.

During this event, we will show you how to preserve your capital, maximize your retirement income, minimize your risk and prepare for the changes coming from the new presidential administration. During the presentation, they will explain, in plain English, some little-known facts and strategies your current advisor may not know, and the government certainly won’t tell you.

YOU WILL LEARN THE FOLLOWING TOPICS IN EASY TO UNDERSTAND TERMS:

• How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.

• Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.

• The New SECURE Act and how you can avoid a big tax hit for you and your beneficiaries.

• Roth Conversions – should you be doing them now before taxes may raise?

• Social Security claiming strategies – the difference can be over $100,000 for a single and upwards of $400,000 over a couples lifetime.

• How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.

• How to help preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.

DON’T MISS THIS EVENT IF YOU HAVE AN IRA, 401(K), 403(B), TSP OR OTHER INVESTMENT ACCOUNTS AND YOU ARE RETIRED OR PLANNING TO RETIRE.

Join Us Thursday, February 17th at 6PM

Johnny’s Italian Steakhouse

4751 Owen Ayres Court
Eau Claire, WI 54701