New President, New Congress, New Retirement Rules & How This Affects You 05/20/25
You are cordially invited to a COMPLIMENTARY DINNER EVENT for local residents ages 50 and over. Financial advisor Daniel Mann from Cornerstone Wealth Management will utilize his knowledge of financial planning to help you learn new strategies designed to create reliable, consistent income in retirement while preserving and potentially reducing taxation of your hard‑earned assets.
Discover The Potential of a Tactically Managed Portfolio:
- Are you confident your savings will withstand a 25-30 year retirement?
- Do you have a plan to combat inflation’s damaging effects on your purchasing power?
- Find out why your IRA/401k could be a tax challenge and what to do about it.
- Learn how current changes to tax laws may affect the taxes you owe on your Social Security.
- Retirement income – Will you have enough? Learn strategies to help generate guaranteed retirement income for life.
- Previously lost money in market downturns? Concerned about history repeating itself? Learn ways to help protect your assets.
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.
This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Individual financial situations vary, and investors should conduct thorough research and consult with a qualified financial professional before making investment decisions. Keep in mind that there is no assurance that the recommendations or strategies will ultimately be successful or profitable nor protect against a loss. Recommendations, specific investments or strategies discussed may not be suitable for all investors. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Cornerstone Wealth Management and IFG are unaffiliated.
