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Retirement and Legacy Planning Strategies to Increase Retirement Income and Reduce Taxes

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What You'll Learn

  • The TAX STORM is coming - act now to limit the impact on your income and assets during retirement.
  • How INFLATION and the rising cost of living has affected those nearing retirement.
  • How to LIMIT RISK in volatile markets.
  • GENERATING RETIREMENT INCOME that is both predictable and dependable.
  • LEGACY PLANNING - ensuring your beneficiaries will receive exactly what you intended.

Featured Speaker

Bentley Ford

Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment

Advisors (PCIA) and Qualified Plan Advisors focusing on Qualified Retirement Plans and

Wealth Accumulation. Bentley’s approach with his clients is centered on strong

relationships developed from listening to their concerns, identifying their needs, and

assisting them in creating clear goals.

Bentley holds his FINRA series 7 and 66 securities registrations and is also Life, Accident

and Health insurance licensed. Bentley is an investment advisor representative with

Lawing Financial as well as a registered representative with Private Client Services, Member FINRA/SIPC.

In his spare time Bentley enjoys spending time with his wife Lori and their twin sons

Brooks and Braxton. Bentley also enjoys spending time in the great outdoors, playing

golf, and traveling.

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