New April Seminars

Learning how to avoid common retirement mistakes and obstacles may be your best investment. You and your guests are cordially invited to a complimentary, no obligation event. You will learn strategies designed to help you avoid financial roadblocks in retirement. These events are by invitation only and seating is limited, so please RSVP today to reserve your seats.

• Taxes: You’re being asked to “shoulder the burden” of the new administration’s “vision for America.” Learn the actions you need to take now to potentially avoid this tax tsunami.
• Inflation: The price tag of “Biden’s America” is unknown but “riding it out” may be a costly decision. How will America’s debt and deficit likely impact your retirement?
• Your Income: The stock market is very top heavy… and history tends to repeat itself. Find out how you can protect your nest-egg from the next crash.
• Running out of Money: Your retirement could last 20-30 years – learn how much you may want to withdraw each year.
• Social Security: Learn how to optimize this key component in your retirement lifestyle.
• Healthcare: How to turn your healthcare into wealthcare, and is long-term care something you should be concerned about?
• Estate Planning: If you own a home and have assets, you need an estate plan – wills vs. trusts and how to avoid probate and the impact of the new SECURE Act.

Retirement has many twists and turns, so if you have an IRA, 401(k) or other investment accounts, don’t miss this opportunity to get a free roadmap for your financial future.

RSVP by calling us at (833) 766-5410 or registering online HERE and enter code RUZMEK. Dinner or lunch will be served.

Thursday, April 7th at 6:30PM

Tuesday, April 12th at 6:30PM

Wednesday, April 13th at 11:30AM