A Confidential Financial Future: Understanding Retirement and Income Planning in an Era of Volatility and Inflationary Pressures 03/05/25
You and a guest are cordially invited to a very special presentation for local residents ages 55 and over. Local financial advisor Anthony Napolitano from Cornerstone Wealth Management will reveal personalized techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
Topics To Discuss:
Market Volatility: Strategies that may protect retirement assets from stock market downturns.
Asset Class Portfolio Diversification: Discuss how other asset classes, besides stocks, bonds or annuities could help in a volatile and unpredictable global market.
Maximize Income Strategy: How to create an income plan in retirement that addresses inflation with potential cost of living increases.
Social Security Income: How to determine when the right age is to pull the trigger for you.
Tax Mitigation Strategies: Discuss 7 potential reasons to start a staged Roth IRA conversion plan.
Longevity Risk Mitigation: How to ensure consistent income regardless of how long you live.
Asset Based Long Term Care: Discuss how a long-term care plan can help protect against the rising cost of healthcare.
Ready to Register for this Event?
Adult, first-time attendees only. If married, spouses are encouraged to attend. Please…no children, agents or brokers. For ages 50+. Must be an Accredited Investor.
No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation. To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered). Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities. IFG Registered Representatives (RR) do not give tax advice while acting as an RR.
