How to Avoid Costly Financial Mistakes and Survive During Retirement 06/04/24
You and your guest are cordially invited to attend a very special presentation for local residents ages 55 and over. This informative and entertaining event is by invitation only and fills quickly. This educational seminar is ABSOLUTELY COMPLIMENTARY with no obligation, and nothing will be sold. During this event, we will show you techniques and strategies to help you preserve your capital, aim to get more income, find ways to decrease your risk and reduce your tax burden. You will find out what the government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can act upon immediately.
Important educational topics we’ll discuss:
Market Volatility:
Help protect your investments during market downturns, rising interest rates, and bank runs
Maximizing Retirement Income:
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.
