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JOIN US FOR A COMPLIMENTARY PRESENTATION

The New Rules of Retirement Today

The rules for a generation of baby boomers have changed.

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What You'll Learn

Learn how you can increase your retirement income while reducing risk in today’s economy
Understanding how taxes could pose the biggest threat to your retirement - and how to avoid it
How you can leverage recent tax legislation to create big tax savings over your lifetime
Why IRAs can be a retirement planning disaster if not handled properly
How to create a TAX-FREE income in retirement from your current savings plan
Ways to help protect your assets from being depleted by long-term care and healthcare costs
Learn why 2024 & 2025 could be your last chance to take advantage of a major tax savings strategy
How to transfer assets and leave a tax-efficient legacy for your heirs

Featured Speaker

Josh Ross

Join your host, Josh Ross, Financial Advisor and Founder of Energized Retirement Planners for this informative educational event!

Energized Retirement Planners is a local Bismarck based financial planning firm that goes beyond investment management to assist those about to retire and retirees with their income, healthcare, tax, and estate planning strategies. We help our valued clients identify the most commonly missed tax savings opportunities. We educate all workshop attendees on these important opportunities and help them to maximize their tax efficiency and much more. Visit our website at www.energizedretirement.com.

We look forward to meeting with you!

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities offered through Van Clemens & Co., member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management, an SEC registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Energized Retirement Planners.