WHAT:
Is it Possible to Enjoy Your Golden Years with the Thought of Rising Taxes, Unaffordable Healthcare and a Social Security System Facing a Financial Crisis?
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New tax law alert: The One Big Beautiful Bill (OBBB) just created important changes to retirement tax and income rules — discover planning strategies that can positively impact your lifestyle.
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The two biggest reasons your lifetime tax bill may be much higher than you expect — and how to help protect your savings now.
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Preparing for the next market shift - discover how our exclusive portfolio stress test could help you fortify your allocation against volatility and falling interest rates.
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How successful families can grow and protect wealth by integrating every piece: Income, Investments, Taxes, Healthcare and Legacy — INTO ONE COHESIVE PLAN!
You’ll leave with practical, actionable insights to help strengthen your retirement plan.
Please note that seating is limited and reservations are required.
WHERE:
Hank’s Fine Steaks
2300 Paseo Verde Pkwy, Henderson, NV 89052
WHEN:
October 27th & 29th at 6:00PM
WHO:
Kyle Kirwwan
Partner / Co-Founder, Financial Advisor
Missed this one? Don’t worry — more events are on the way! Visit our Events Page for upcoming opportunities.
Disclosures:
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.