How to Avoid Costly Financial Mistakes and Survive During Retirement 03/26/25
You and a guest are cordially invited to a very special presentation for local residents ages 55 and over. Financial advisor Anthony Napolitano from Cornerstone Wealth Management will reveal personalized techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
Topics To Discuss:
- How to create strategies so you are less likely to outlive your assets.
- Why it is never too early or too late to plan for retirement income.
- Why reducing taxes is so important in pre-retirement and in retirement.
- Do you really know how long your money will last in retirement?
- Maximizing your Social Security benefits with proper analysis and planning.
- Potentially reliable, inflation-adjusted, sustainable income strategies throughout your retirement.
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.
