Everything’s on the table: Tax policy changes, Social Security, Medicare, Obamacare, tariffs. There’s a big shake-up coming and it could have a huge impact on you, your retirement, and your loved ones.
The good news is you have options: you and a guest are invited to join us for a free educational seminar. Your host for this enlightening and engaging event is nationally recognized speaker, retirement and tax professional, Robert “Rob” Fordham, CFP®, CPA, MBA. Rob will share his unmatched knowledge, insight, and vision for the future, and show you time-tested strategies and proven techniques you can act on immediately, such as:
- In 2024 Georgia passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
- Many of the experts are predicting a volatile and turbulent stock market in 2025, why now may be the best time to secure your gains, before the next big drop.
- How to avoid paying more than your fair share in taxes if Trump’s tax cuts expire at the end of this year.
- With inflation and interest rates falling, now may be the time to “lock in” and maximize your income for the rest of your life.
- What impact will Trump’s new laws have on Social Security and Medicare. The difference could be $100,000 for a single and up to $400,000 for a couple.
- Wills vs. trusts and how to avoid probate, many are unaware that if you own a home and have even minimal assets you may need an estate plan.
- Now may be the best time to explore your tax-saving options – before taxes go up.
- Identify the 3 most important steps to take NOW, before the next bear market hits.
- Bonus Topic: How to take control of your retirement and your income with wealth management strategies for today’s turbulent times
Don’t miss this event if you own an IRA, 401(k), TSP, 403(b), annuity or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(888) 997-2420 (Toll-Free, 24 Hours)
Register online HERE and enter code: NEGYAT.
