Times Have Changed!

It’s Time You Adapt to Today’s Volatile Economy, New Tax Laws, and Evolving Investment World

 

Please join us for a special educational event for retirees and those soon to retiree.

Thursday, September 23rd, 6:30 – 8:30 PM

The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590

Tuesday, September 28th, 6:30 – 8:30 PM

The Boathouse Restaurant
700 Park Avenue
Winona Lake, IN 46590

RSVP by calling (574) 606-4476

Are there gaps in your retirement planning that could be costing you and your family? We believe a solid retirement plan includes 5-key areas: income planninginvestment planningtax planning, healthcare planning, and legacy planning.

Unfortunately, many financial advisors do not offer comprehensive plans that include all five areas of retirement. You could be living with gaps in your retirement plan that you’re not even aware of.

During this event you will learn about the following topics, in easy to understand terms:

  • Will your income taxes go up?
  • The proposed estate tax increases and how to help avoid them.
  • How to protect your retirement dollars in these trying times.
  • Is it too late to convert to a Roth IRA?
  • How to preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.
  • How to help protect yourself against future drops in the market without completely sacrificing the chance to grow your money now.
  • How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first.
  • Alternatives to the stock market to help create income and growth.

RSVP by calling (574) 606-4476

 

 

Take control of your wealth and make informed, confident financial decisions.