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Wentzville Rec Center
Topic: The 5 Pillars of Retirement
500 Great Oaks Blvd, Wentzville, MO 63385

Wednesday, May 8 @ 6:30 - 8:00 pm

(Only a few spots left!)
Learn strategies to optimize the 5 pillars of retirement
Market downturn, legacy planning, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and optimize your benefits?

Join us at the Wentzville Rec Center for an informational workshop covering Taxes, Investments, Income, Healthcare, and Legacy Planning (including ways to deal with the current market environment) on Wednesday, May 8, from 6:30 - 8:00 pm. (Only a few spots left)

Get professional guidance on potentially reducing the taxation of your retirement income (including your legacy), and ways to help position yourself for better returns with the current market situation. You'll also learn about different investment types for retirement and ways to potentially choose the best healthcare coverage

Should you have a legacy plan? How can you pass on assets to your loved ones? Work with a financial professional and qualified attorney to learn ways to help protect your spouse and children's inheritance from potential creditors, predators, future divorces, taxation, and lawsuits.

Sit back relax and enjoy the information. Our goal is to empower you to take better control of your retirement and help protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

This workshop is primarily designed for people with investable assets of $150k or more. If that is you, Congratulations, you've worked really hard for what you've got and would likely benefit from attending.

If you would like more information on ways to potentially maximize your retirement income and health care benefits while reducing taxes and help protect your legacy, this workshop is for you.
Attend this workshop and learn:
  • ​Ways to help reduce or potentially eliminate retirement taxes
  • ​​Financial strategies that could increase your retirement income and last a lifetime
  • Ways to choose the best healthcare coverage for your individual situation
  • ​Find out if you need a legacy plan
  • ​​Ways to structure your retirement with strategies that help you retire with confidence
  • ​​​Common misconceptions about retirement and legacy planning
  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy
      Note: 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. Insurance products are offered through the insurance business Retire Once Financial Management, LLC. Our firm is not affiliated with the U.S. government or any governmental agency. 2231705 - 02/24. 
      By registering, you agree to our Privacy Policy.
      Wentzville Rec Center
      Topic: The 5 Pillars of Retirement
      500 Great Oaks Blvd, Wentzville, MO 63385

      Wednesday, May 8 @ 6:30 - 8:00 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      Learn strategies To Optimize The 5 Pillars Of Retirement
      Market downturn, legacy planning, investment options, long-term care, tax changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you’ve got. Are you ready to upgrade your retirement plan and optimize your benefits?

      Join us at the Wentzville Rec Center for an informational workshop covering Taxes, Investments, Income, Healthcare, and Legacy Planning (including ways to deal with the current market environment) on Wednesday, May 8, from 6:30 - 8:00 pm. (Only a few spots left)

      Get professional guidance on potentially reducing the taxation of your retirement income (including your legacy), and ways to help position yourself for better returns with the current market situation. You'll also learn about different investment types for retirement and ways to potentially choose the best healthcare coverage.

      Should you have a legacy plan? How can you pass on assets to your loved ones? Work with a financial professional and qualified attorney to learn ways to help protect your spouse and children's inheritance from potential creditors, predators, future divorces, taxation, and lawsuits.

      Sit back relax and enjoy the information. Our goal is to empower you to take better control of your retirement and help protect yourself by giving you useful tips, tricks and advice. Feel free to ask questions and interact with our instructor.

      This workshop is primarily designed for people with investable assets of $150k or more. If that is you, Congratulations, you've worked really hard for what you've got and would likely benefit from attending.

      If you would like more information on ways to potentially maximize your retirement income and health care benefits while reducing taxes and help protect your legacy, this workshop is for you.
      Attend this workshop and learn:
      • ​​​​Ways to help reduce or potentially eliminate retirement taxes
      • ​​​Financial strategies that could increase your retirement income and last a lifetime
      • ​​​Ways to choose the best healthcare coverage for your individual situation.
      • Find out if you need a legacy plan
      • ​​​​Ways to structure your retirement with strategies that help you retire with confidence
      • ​​​Common misconceptions about retirement and legacy planning
      • ​​​​Tools and methods available to retirees to help develop a retirement tax strategy
          Note: 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. Our firm is not affiliated with the U.S. government or any governmental agency. 2231705 - 02/24. 
           By registering, you agree to our privacy policy.
          Questions? Call us
          636-244-6360
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          Mon-Fri 9am-6pm PT
          Sat-Sun 9am-12pm PT
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