Volatile Times In America | A Dinner Series

Morton's The Steakhouse - 15233 N Kierland Blvd, Scottsdale, AZ 85254
October 23, 2019
6:30 PM - 8:00 PM
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Topics Will Include:

  • LEGACY TO HEIRS: Effective resources to help ensure your beneficiaries will receive exactly what you intend.
  • TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income, & more.
    Long Term Care: Methods to help protect your assets should you need Medicaid assistance for Nursing Home Care.
  • RISK REDUCTION: Learn strategies to transition away from significant market exposure over to more suitable instruments.
  • INCOME PLANNING: Creating supplemental income (you cannot outlive) for inflationary times, unexpected
    medical expenses, or simply an enhanced lifestyle.

What You’ll Learn:

  • 78% of Americans are living paycheck to paycheck
  • Student loans are the second largest debt behind home mortgages
  • 50% of retirees have less than 25% saved for retirement
  • 45% rely on Social Security as a sole source of income
  • Our National Debt is growing faster than our GDP
  • The Government estimates that Medicare will be insolvent by 2026 and Social Security by 2034

Learn How To Properly Use Your “IRA & Qualified Plan Assets” in Retirement
Don’t face the unknown without getting a 2nd opinion!

Reserve Your Dinner Seats, Register Today and Join Us for a Special Presentation.

CLICK HERE TO RSVP FOR THIS EVENT!

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