JOIN US FOR A COMPLIMENTARY PRESENTATION

ARE YOU PREPARED FOR A BIG CHANGE TO THE U.S. TAX CODE NEXT YEAR?

The Tax Cuts and Jobs Act is set to expire December 31, 2025, and the time to prepare is NOW!

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What You'll Learn

  • INFLATION: Everything is costing more! Inflation is here to stay! What can you do?
  • MARKET VOLATILITY: Can you protect against market crashes and still have growth opportunity in your portfolio? What 3 Rules should you follow?
  • TAXES IN RETIREMENT: What impact could Biden’s Tax Plan have on your retirement? What about whoever gets in next?
  • PROTECTING AGAINST UNNECESSARY RISKS: The BIG mistake most Americans make with their retirement accounts… Are you making the same one?
  • RETIREMENT INCOME: Will you have enough? Avoid running out of money in retirement. Learn strategies to help generate a consistent income for life that you can count on.

Featured Speaker

Group-10 Financial, LLC

• Nationally Syndicated Radio Show Hosts: The On The Money with Jerry & Nick Royer Show,

Saturday and Sunday mornings on 950AM WORL and 94.9FM WORL.

• TV News Contributors for CBS, NBC, and ABC affiliates nationwide.

• Co-Host of TV’s Money Matters with Nick Royer

• Co-Authors of It’s Your Money and DEFUSE- The 7 Steps To

Protecting Your 401k From the Ticking Tax Time Bomb

• Featured in countless magazine articles.

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