The Warning Signs of an Economic Recession are Creating an Uneasy Financial Environment 06/18/24
You are cordially invited to a complimentary dinner event where local financial advisor Daniel Mann 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:
RISING INFLATION:
Learn how it’s shaping current investment strategies and what you should expect in the future.
STOCK MARKET VOLATILITY:
Would a market correction create additional challenges on meeting your planned retirement date?
SOCIAL SECURITY:
Will Social Security be there for me? How can I maximize my benefits?
TAX REDUCTION STRATEGIES:
Strategies to protect your retirement income from potential tax increases.
IRA WITHDRAWALS:
How withdrawals from IRAs could affect your Social Security.
RETIREMENT INCOME:
Will you have enough? Learn strategies to help generate income for life.
THE SECURE ACT:
New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries.
Our clients learn strategies to help increase income, reduce taxes, and not run out of money. This is not a sales seminar; it is an informational program that deals with the facts… the good, the bad, and the small print.
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.
