JOIN US FOR A COMPLIMENTARY PRESENTATION

PROTECTING WHAT’S PRICELESS

Dinner Presentation For You and an Adult Guest

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What You'll Learn

  • Taxes: What specific strategies can I use to potentially reduce income taxes in retirement?
  • Retirement: When can I retire? How will I ensure that my retirement savings will last?
  • Market Volatility: What strategies can I use to help safeguard my financial future?
  • Social Security: When is the optimal time to begin taking Social Security? How is my Social Security Income Taxed?
  • Inflation: Will your investment returns be able to keep up with increasing inflation?

Featured Speaker

David Afraimi, Investment Advisor Representative

David Afraimi is a highly experienced Financial Professional with 24 years in the Financial Services industry. His passion & dedication to delivering high-quality advice is reflected in his personalized approach to retirement planning, which includes investment and retirement income planning, social security optimization, estate planning, and tax mitigation.

At BAM Advisory Group, our mission is to help our clients maximize and protect the one thing you can’t buy and the one thing you can’t ever get back: YOUR TIME!

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