Seminar: Optimizing Tax Benefits & Surviving Market Volatility

person with spreadsheets image with text that reads optimizing tax benefits & surviving market volatility

Registration is required for this program. Please register by calling (888) 637-3847.

Presented by retirementadvisers.net, this seminar will cover the following topics:

  • Recent changes to taxes and Social Security benefits that you may need to know.
  • Key Steps you may be able to take to defend your retirement from unnecessary taxes.  
  • How to help ensure you won't OUTLIVE your money in retirement.
  • How you may be able to protect your retirement from market volatility.

About Greg Lavelle, MBA (CEO/President): I am here to help. Let me show you what I can do. With many years of experience and industry knowledge, I've seen it all, or nearly all. My products help protect your retirement income from market downturns, and when developing your customized retirement income plan, I will walk you through a step-by-step process designed to create strategies that may increase your confidence. 

Event Category
Adults
Event Location
Judith Gabriel Room
Event Date
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