A Confidential Financial Future: Understanding Retirement and Income Planning in an Era of Volatility and Inflationary Pressures 10/24/24

You are cordially invited to a complimentary dinner event where local financial advisor Kyle Kirwan from Cornerstone Wealth Management, will reveal the latest strategies to help you preserve your wealth, get more income and reduce your risk in retirement.

Topics To Discuss:

Market Volatility: Proven strategies to protect retirement assets from stock market downturns & why a future market downturn could last longer than any other in history.

True Portfolio Diversification: How to understand the difference between “ true” versus “ fake” asset diversification strategies for a volatile and unpredictable global market.

Maximize Income Strategy: How to create the most increasing income in retirement protecting against inflationary erosion to purchasing power – even in a prolonged market downturn period.

Social Security Income: How to determine when the right age is to pull the trigger.

Tax Mitigation Strategies: How to protect against future tax increases and create a source of tax-free income regardless of your marginal state and federal income tax bracket.

Longevity Risk Mitigation: How to ensure increasing income regardless of how long you live.

Good vs Bad IRAs: How to determine the difference, and where NEVER to put your IRA.

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.