How to Avoid Costly Financial Mistakes and Survive During Retirement 02/25/25

You are cordially invited to a complimentary dinner event where local financial advisor Anthony Napolitano from Cornerstone Wealth Management, will show you techniques and strategies to help you preserve your capital, aim to get more income, find ways to potentially decrease your risk and reduce your tax burden.

Topics To Discuss:

Market Volatility:

  • Help protect your investments during market downturns, rising interest rates, and bank runs.

Maximize Income Strategy:

  • Strategies to generate reliable retirement income.
  • Potentially avoid outliving your savings.
  • Tax-efficient retirement income planning.

Estate Planning:

  • Basics of wills and trusts.
  • Strategies to minimize taxes and protect assets.
  • Preparing to have you wishes carried out.

Healthcare Planning:

  • Preparing for healthcare costs in retirement.
  • Strategies for covering expenses, including long-term care.
  • Understanding Medicare and coverage options.

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.

Date

Feb 25 2025

Time

6:00 pm - 8:00 pm

Location

T-bones Chophouse
11011 W Charleston Blvd, Las Vegas, NV 89135

Organizer

Anthony Napolitano
Cornerstone Wealth

SERVICES

Cornerstone Wealth

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