No Cost Online

Retirement Income Masterclass

& Tax-Efficient Retirement

Tuesdays and Thursdays at 11:30am and 6:30pm

 
 

What You Will Learn:

Master the art of navigating the triple threat to your financial future—taxes, inflation, and stock market losses.

Forge a resilient income strategy - one that not only shields your wealth from market volatility but strives to provides a steady, reliable stream of income for life, so whatever the world's problems, your checks will clear.

Stop handing over your hard-earned dollars to the IRS like it’s a donation drive. With the right strategies, you can keep more of what’s yours and let your money work for you, not them.

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This Class Is For You If:

➡️ You’re worried about the possibility of outliving your savings in retirement, and you’re seeking strategies to ensure steady and dependable income.

➡️ You’re determined to sustain or enhance your current lifestyle and are seeking strategies to make the most of the assets you’ve worked so hard to build.

➡️ You're tired of paying more than your fair share in taxes and are looking for smart ways to potentially pay less. 

➡️ You want to take control of your financial future and navigate retirement with confidence.

Step into this class ready to transform uncertainty into empowerment!

Bonus:

Complimentary Retirement Kit

Register for the class and get the entire Tax-Efficient RetirementKit for No Cost!

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Agenda:

➡️ The Fiscal Health of the US and Risks in Retirement

➡️ Social Security Strategies

➡️ Retirement Income Planning

➡️ How to potentially Reduce Taxes

 
 

 
 

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Seek the advise of a professional to determine the strategies that are available for your personal situation.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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