To ensure a comprehensive understanding and application of the strategies discussed, our seminar is tailored to the specific financial nuances and considerations of individuals in the later stages of wealth planning. Therefore, to fully benefit from the educational content and advanced techniques presented, we recommend participants be aged 55 or older with a foundation of at least $300,000 in net investable assets. This criterion not only enhances the relevance of the seminar's content but also ensures that the discussions are contextually appropriate for attendees, fostering a conducive learning environment.

Are you considering an annuity with lifetime income features?

Learn why the current interest rate environment might be a perfect opportunity for this strategy.

Attend this seminar and learn about

Retirement

• How long will you work?
• Social Security
• 401k/IRA
• Saving Assets
• Annuities
• Death of a spouse/significant other
• Impact of Interest rates/Inflation

Financial Solutions

• Pensions
• Mutual Funds
• Annuities
• Life Insurance
• Social Security Benefits

Social Security

• History
• Qualifying
• Collecting
• Taxes
• Survivor Benefits
• Already Collecting

Understand the potential impact taxes have on your retirement income

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

Who Should Attend?

Whether you're single, married, divorced, or widowed, this event is curated for adults at a crossroads where strategic decisions can shape the future. Gain insight into the latest legislation and how your source of income intertwines with other facets of your retirement.

The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during the seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Education Meets Elegance:

These seminar's prioritize education, devoid of any product or company promotions. Our ‘Hear It. See It. Write It.’ teaching method makes the complex simple and actionable.

Your Menu

• Jamaican Ribeye (14oz Marinated Ribeye): Served with creamy mash, seasonal veggies, Jamaican compound butter
• Chicken Picatta: Lightly dusted chicken cutlet sautéed and topped with a lemon butter caper sauce with a choice of two sides
• Salmon (Honey Bourbon Glazed, Served on Cedar Plank): Served with creamy mash and your choice of side

Don't delay—register now to start your journey toward your dream retirement. Your future is calling, and we've got the perfect event for you!

Please note: This seminar is not intended for Social Security Disability Insurance (SSDI) issues.

Due to limited seating, this event is for first-time attendees only. You may bring 1 guest.

For additional invites, please copy and send the sign-up link to your friends to register provided here: https://events.assetmentors.com/workshops/498