JOIN US FOR A COMPLIMENTARY PRESENTATION

RETIRE WITH CONFIDENCE

Strategies For Investing and Tax Efficiency

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What You'll Learn

  • Navigating Retirement’s Biggest Challenges: Uncover the 2 primary threats that can sink your retirement
  • A.C.T. like a Retirement Investor: 3 mistakes to avoid while investing in retirement
  • Efficient Income Strategies: Run through a sample analysis of how income strategies can reduce your lifetime tax expenses

Featured Speakers

Aliya Ellis

Over the years we have worked with many local neighbors just like you. Helping them develop personalized strategies designed to achieve their retirement planning goals. Our complimentary dinner and presentation at Ruth’s Chris Steak House is designed to address the top concerns for retirees like Increased Taxes, Outliving Your Money and Navigating Rising Healthcare Costs.

We hope you'll join us for an evening of expert insight on what sets JECohen apart from traditional RIA firms and how we can help you achieve your goals with strategic financial planning.

Shayna Harvey

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. Our complimentary dinner and presentation at Ruth’s Chris Steak House is designed to address the top concerns for retirees like Increased Taxes, Outliving Your Money and Navigating Rising Healthcare Cost

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JECohen & Co. LLC (“JECohen”) offers investment advisory services. JECohen does not provide accounting, tax, or legal advice to investors. Investments are not FDIC insured, are not bank guaranteed and may lose value. Not affiliated, endorsed or authorized by the Social Security Administration or any other government agency. This invitation is for the exclusive use of the person to whom it is addressed. Event(s) not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. This invitation is for the exclusive use of the person to whom it is addressed.