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JOIN US FOR A COMPLIMENTARY PRESENTATION

PROTECTING YOURSELF FROM A POTENTIAL TAX STORM

Taxes, Estate Planning, Social Security and the US Stock Markets Are in Store for Some Changes - Are You Ready?

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What You'll Learn

Critical Tax, Estate Planning and Investment questions/issues affecting your ability to retire in the lifestyle you deserve.
How investment risk and market volatility can crush a Retirement Plan.
Preserving your Estate and Protecting your assets.
Determining your tax liability based on income thresholds and filing status for Social Security.
Preserving Your Retirement Savings from the IRS.

Featured Speaker

Scott Mallernee

Taxes in Retirement can be confusing and frustrating. What's worse, is that many financial advisors can't even talk to you about this subject. Yet it's the single most important aspect of your retirement!

Join me for this Special Event, where we will discuss how we help make sense of taxes at this critical stage of your life.