You and your guests are cordially invited to join us for an informational dining experience at The 1818 Club. There is no obligation, and nothing will be sold. After the presentation, you will enjoy a fabulous, complementary, gourmet dinner.
Your host is local IRA, 401(k), wealth management, and retirement specialist, Rob Fordham. During this event, Rob will show you how to preserve your capital, maximize your income, and legally minimize taxes. At the seminar, Rob will share strategies and updates you can act upon immediately, such as:
- 2023 New Year financial update and actions you need to take in the coming weeks.
- How will the midterm election results impact your financial future and taxes?
- Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
- Outliving your money in retirement is a serious and realistic concern. Find out how to protect yourself and your spouse.
- How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
- Unforeseen threats to your retirement and healthcare that you must be aware of this year.
- What you need to know about your IRA, 401(k) and RMDs.Plus, is a Roth IRA right for you?
- Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
- With interest rates on the rise, there are now wealth management strategies and opportunities you need to be aware of in 2023.
- Find out how you “financially compare” to your peers.
Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.
RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.
Call our reservation line at:
(844) 668-2903 (Toll-Free, 24 Hours)
Register online HERE and enter code: YUZFET.
