Retirement Planning Educational Workshop in Burton, OH

Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement:

*Do I have enough money to retire?

*Will my money last?

*Am I prepared for the next market correction?

*What happens to my retirement accounts if taxes go up?

*Will my money keep up with inflation?

This Educational Workshop Will Provide You With Much Needed Information To Help Address These Question and More!

TOPICS WE WILL DISCUSS:

• Inflation is at a 40-yr high. Learn 3 actionable items you must take now to avoid the erosion of your assets.
• Understand what the new tax law may mean for you! Who wins? Who loses?
• Identify the 3 most important steps to take NOW before the next bear market hits.
• Potentially pay far fewer taxes on your retirement income.
• Turn existing IRAs into tax-free accounts.
• How will America's debt & deficit likely impact your retirement?
• Learn the advantage of tax planning rather than tax preparation.

BONUS TOPICS:

• Learn the 3 principles for maintaining financial independence for your lifetime.
• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.
• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an informational program that deals with the facts...the good, the bad, and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions.