Dinner Seminar: “Retirement Reality Check 2023” Tues. August 29 @ Hondos Steak House, Glen Allen, VA
PLEASE NOTE: The enrollment form MUST be Complete with a telephone number where you can be reached for confirmation before submission or your registration will NOT be honored and you will NOT be enrolled. This seminar is for Qualified Guests Only. We reserve the right to revoke this invitation/registration at our discretion. Thank you.
Location:
Hondos Only Prime – Innsbrook
4120 Cox Rd B
Glen Allen, VA 23060
Seminar Discussion Highlights will Include:
- How to create at TAX-Free income retirement from your current 401k/403b/IRA or using non-IRA money.
- Ways to protect depletion of your assets from potential long-term care & rising healthcare costs.
- Ways to lessen your future tax burden of RMD’s (age 73) now.
- How to transfer assets and create a legacy tax efficiently.
- BONUS TOPIC: The Secure Act – How it just created a potential time bomb for your heirs
Host: Equity 1 Inc Financial Solutions
Phone: 877-313-4080
Leave A Comment