385-503-8530
No Charge to Attend.
Seating is limited, so sign up today!
Seating is limited, so sign up today!
Red Lobster
Topic: Retirement Tax Strategies for 2024 (Lunch)
298 E Winchester St, Murray, UT 84107
Tuesday, April 23 @ 11:30 am - 1:30 pm
(Only a few spots left!)
HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT
Market downturn, the election, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, it’s crucial to regularly reassess your retirement strategy - if you have one. Do you have a plan for retirement?
Join us at the Red Lobster for an educational lunch workshop covering new Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Tuesday, April 23, from 11:30 am - 1:30 pm. Lunch will be served after the presentation. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this course are most suitable for those with investable assets of $150k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.
If you would like more information on how to potentially maximize your retirement income in this current environment, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement and estate taxes
- Financial strategies that could increase your retirement income and last a lifetime
- How to deal with the current market volatility and inflation
- How to structure your retirement savings so you never have to worry about running out of money
-
Common misconceptions about retirement planning
-
Tools and methods available to retirees to help develop a retirement tax strategy
Note: Advisory services offered through M2 Financial LLC., a Registered Investment Advisor. Please be advised that all correspondence sent to or from M2 Financial LLC. are subject to archiving, monitoring and/or review. Please be advised that correspondence in this informational service should not be used for sending confidential or sensitive information such as social security number, account number or any other financial information. This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.
Red Lobster
Topic: Retirement Tax Strategies for 2024 (Lunch)
298 E Winchester St, Murray, UT 84107
Tuesday, April 23 @ 11:30 am - 1:30 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
How To Potentially Reduce Taxes And Take Advantage Of The Current Market Environment
Market downturn, the election, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, it’s crucial to regularly reassess your retirement strategy - if you have one. Do you have a plan for retirement?
Join us at the Red Lobster for an educational lunch workshop covering new Retirement Tax Strategies for 2024 (including how to deal with the current market environment) on Tuesday, April 23, from 11:30 am - 1:30 pm. Lunch will be served after the presentation. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this course are most suitable for those with investable assets of $150k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.
If you would like more information on how to potentially maximize your retirement income in this current environment, this workshop is for you.
Attend this workshop and learn:
Note: Advisory services offered through M2 Financial LLC., a Registered Investment Advisor. Please be advised that all correspondence sent to or from M2 Financial LLC. are subject to archiving, monitoring and/or review. Please be advised that correspondence in this informational service should not be used for sending confidential or sensitive information such as social security number, account number or any other financial information. This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
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