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Wine, Wisdom & Food Experience® at Sullivan’s Steakhouse


Location:

5252 Corporate Blvd.
Baton Rouge, LA 70808

Directions

Date:

October 26

Time:

6:30 pm - 8:30 pm

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, October 26th @ 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

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