You’re exclusively invited to attend
Cracking the Code 2 Retirement
Learning how to avoid costly mistakes may be the best investment you can make.
This seminar is for people between the ages of 55 – 65 and who have saved at least $250,000 for retirement. This is a requirement to attend.
You are cordially invited to a dinner event for area residents who are retired or nearing retirement. There is no obligation to attend this informative and entertaining presentation. A complimentary dinner is served as well for you to enjoy.
Well-known local financial advisor, Cory Chapman, will discuss his proprietary process and strategies which may help you preserve your capital, increase your income, decrease your risk and reduce your tax burden.
- The New SECURE Act and how you can avoid a big tax hit for you and your beneficiaries.
- Ways to help reduce risk in a volatile market – protecting against loss and ensuring you won’t outlive your income.
- How you may be able to reduce or eliminate tax on your Social Security.
- The Ticking Tax Time Bomb – Why taxes could be the biggest threat to your retirement security and how to minimize the impact.
- How much risk should you have in your portfolio – do you know your risk number?
- Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed or never taxed?
- Ways to protect your portfolio and plan for rising healthcare costs.