Solving the Retirement Puzzle Workshop hosted in Queen Creek, AZ

****STARTS AT 10AM AZ TIME****

PRESENTED BY DAVID LUNDBERG, CLTC (R), MBA. MSCJ. USMC Veteran

Fiduciary Wealth Advisor

PRESENTED BY ASHLEY LUNDBERG, MSBL

Financial Educator

Understanding tax rules and investing strategies for greater wealth abundance:

In the grand tapestry of life, financial freedom and retirement is not merely a destination but a transformative journey. It’s a chapter where the canvas of existence is painted with love, lower stress, greater freedom; creating a landscape of wealth in abundance.

ATTEND THIS CLASS TO LEARN:

· The current and new: tax rules, tactics, and strategies and their impacts.

· Ways to potentially protect yourself against volatile market conditions

· The changing rules for achieving financial freedom and an optimize retirement

· How planning ahead can save a lot of tax money in the future

· Common misconceptions about taxes and investing in retirement

· Possible tools and strategies available to help you develop a tax investing strategy

· Achieve financial peace that decrease the stress and fears of money

· Strategies to help to help avoid the 0%, 50%, and 85% social security benefits tax

· The strategies and tactics are great for someone in their 30s or even in their 60s.

· Various estate planning tactics of a Revocable Trust, a Will, beneficiaries and more.

We feel that using the information you'll learn during our class, you'll be better positioned to develop a successful investment and tax strategy that can potentially help you achieve greater financial freedom, retire earlier and retire happier.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Want to learn more or connect with us?

Visit Our Website Here

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser