JOIN US FOR A COMPLIMENTARY PRESENTATION

THE KEY TO RETIRING IN TODAY’S ECONOMY

Dinner Presentation For You and an Adult Guest

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What You'll Learn

  • Income: How to build flexibility while maximizing your income
  • Taxes: Learn the specific strategies you can use to potentially reduce income taxes in retirement. IMPORTANT: Most of these strategies need to be started before you retire!
  • Risk: How to lower your risk in retirement, regardless of the investments you choose
  • Social Security: Find out how Social Security gets taxed based on your other retirement income—up to 85%!
  • Inflation: Will your investment yields be able to keep up with rising inflation?

Featured Speaker

DAVID AFRAIMI, Investment Advisor Representative

David is a highly seasoned financial professional with a 23-year track record in the financial services industry. Thriving on the opportunities and unique challenges inherent in working with diverse clients, David is more than just about numbers – he’s dedicated to building lasting relationships with every client. His passion for providing top notch advice is reflected in his expertise, which spans from investment and retirement income planning to Social Security maximization, estate planning, and tax mitigation.

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Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisor Group are unaffiliated entities. This presentation is strictly informational. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. No investments will be promoted at this event. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented. Event(s) not sponsored nor endorsed by Simms Steakhouse. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Simms Steakhouse and its employees.