Join us for a COMPLIMENTARY DINNER PRESENTATION.
Take Back Control of Your Retirement
Your Current Financial Strategy Could be Depleting Your Retirement Income…. And Taxes Are Likely The Culprit
Some topics we will discuss:
- Taxes on RMDs can be a major financial burden – There are financial strategies that can help reduce your future liability on your assets, taxes and Social Security. Find out how you can protect yourself.
- What are the effects of the SECURE Act? – This 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries – NO MORE STRETCH IRA. Learn important mistakes to avoid.
- Mistakes many Americans are making with their retirement accounts – Learn how to properly and efficiently transition away from significant market exposure over to more suitable investments.
Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!
Thursday, November 11th @ 6:30 PM
Where: Fleming’s Steakhouse & Wine Bar
3064 N. Causeway Blvd., Metairie, LA 70002
***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***
We have limited seating, so call today to reserve your seat! 504-832-9200