Learning how to avoid costly mistakes may be the best investment you can make

You are cordially invited to a dinner event for Raleigh residents who are retired or nearing retirement. Enjoy a complimentary dinner served after the presentation.

Most of our clients want to learn ways to increase income, reduce taxes, and not run out of money. At this event, you will learn how to avoid the most common mistakes to help you make sound financial decisions.

Topics include the following:

  • How to maximize your social security benefits and how to minimize taxes.
  • Why you need principal protection, growth and income for life and much much more.
  • Getting A Second Opinion – Why getting a second opinion may be the most important financial decision of your life.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • How you may dramatically increase your interest earnings while safeguarding your investments from risk.
  • How you can potentially create a guaranteed retirement income that you and your spouse can’t outlive.

Click HERE to register