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Date:
February 3, 2022
Time:
6:30 pm - 8:30 pm
Join us for a COMPLIMENTARY DINNER PRESENTATION.
The New Rules to Retirement in 2022 & Beyond
We will be highlighting different financial strategies you can take advantage of that are designed to help you grow and protect your money, reduce taxes, and generate income.
Some topics we will discuss:
- IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
- STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
- RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
- LEGACY PLANNING: What happens to your family when something happens to you?
- ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
- SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.
Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!
Thursday, February 3rd @ 6:30 PM
Where: Sullivan’s Steakhouse
5252 Corporate Blvd.
Baton Rouge, LA 70808
***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
By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.
