JOIN US FOR A COMPLIMENTARY PRESENTATION

Your Current Financial Strategy Could Be Destroying Your Retirement Income… And Taxes Are Likely The Culprit.

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What You'll Learn

  • Market Volatility – Due to the current market volatility, what should you do to protect your nest egg?
  • The SECURE Act – How does this new legislation impact your retirement savings & legacy planning?
  • Long-Term Income – Strategies and planning to create income for life.
  • Social Security – How to legally reduce income taxes on your Social Security and maximize your benefits. Improper planning could cost you thousands of dollars.
  • Healthcare Costs – How to protect your savings by planning for potential healthcare issues.
  • Your 401(k) and IRA – Are you among those who are making huge tax mistakes on your 401(k) and IRA?
  • Taxes – How to design a plan to put more money in your pocket and less in Uncle Sam’s.

Featured Speaker

Geoffrey Wight

My commitment has always been to help people find the best financial position possible throughout their lives. I am a licensed fiduciary and retirement coach. I collaborate with clients in crafting personalized financial and retirement strategies to minimize risk, protect savings, grow money safely and to create a retirement income that never runs out.

I am hoping you will come and join us for a complimentary dinner and presentation. Even more, I would like to be able to have a conversation about your concerns as well as your goals. Your goals are my goals, as I believe that is the best way to serve you.

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