Join local retirement professionals, Phil Cooper and Kendall Stahl, for an informative dinner program designed for individuals, couples, or families with assets to protect.Join us to learn about these important retirement issues, including:
- IRA withdrawals: How withdrawals from your IRA could cause you to lose up to one-third of your Social Security.
- Learn how you may be able to defer & reduce taxes in retirement.
- Ways to reduce or potentially eliminate taxes on your Social Security.
- Learn strategies to get tax-free income, tax-free long-term care protection, and a tax-free legacy to your heirs.
- Discover how to guard your portfolio from market losses while still growing along with the market.
- Retirement income strategies you can use so you don’t outlive your money.
- Seek to navigate the legacy left to your children, grandchildren, and charity.
- Learn to navigate stock market volatility and safeguard your assets.