Secure Your Financial Future
There are two things certain in life: death and taxes.
With that being said, the ladder years of your life should be filled with enjoyable and memorable events- not taxes and fiscal constraints.
Join us for a no-risk no-obligation complimentary educational course for pre-retirees and retirees at the Black Rock in Hartland.
In this educational course, we will teach you how to to do the following:
*Processes to help you deal with market volatility in 2022 efficiently.
*How to protect your hard-earned savings and maximize your retirement income.
*Learn the common dangers facing retirees today and how to minimize the impact to you personally.
*How to efficiently address Long Term Care concerns without paying monthly/annual Long-Term Care policy premiums.
*What you need to know to successfully transition from the working years to the retirement years.
*IRAs & 401(k)s – What are your options if you are still working, and/or have a 401(k) with a former employer?
*Your Legacy – Strategies to maximize assets and minimize taxes!
In addition to this complimentary educational course, we will also be providing a complimentary meal. RSVP now because seating is limited.