JOIN US FOR A COMPLIMENTARY PRESENTATION

PROTECTING YOUR MONEY AND MINIMIZING TAXES IN TODAY’S EVER-CHANGING ECONOMY

Avoid Costly Mistakes That Are Often Made With Retirement Plans

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Click an event date below to register!

Tue Jan 28
Arrowhead Grill
6:30pm Mountain - 8280 W. Union Hills Glendale, AZ 85308
This Event Is Full This Event Has Already Taken Place
Thu Jan 30
Arrowhead Grill
6:30pm Mountain - 8280 W. Union Hills Glendale, AZ 85308
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Wills, Trusts, and Probate – The important facts, changes and how they may drastically affect your plans
  • Secrets of the Wealthy - How they manage their money and protect their family from taxes, lawsuits, creditors, divorce and remarriage
  • Estate Planning - Avoid the critical mistakes that will cost you and your family thousands of dollars
  • Asset Transfer - Strategies to reduce or eliminate taxes, avoid issues for your beneficiaries, and pass things to your family quickly and privately
  • The Post Covid Economy - What you need to know and prepare for…making the necessary adjustments to your financial plans and legal documents
  • Higher Income Potential - Alternative investments with tax efficient distributions that help you preserve your ideal lifestyle in retirement
  • Tax Free Pension For Life - How to create your own pension plan, making your money work hard for YOU
  • Caution: Most Estate Plans do NOT actually protect your assets and do NOT work as you intended
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Featured Speakers

Stephanie Fullerton and the Financial Planning for Seniors Team

Are You 100% Certain You & Your Loved Ones Are Protected from a Potential Economic Hurricane? Don’t Let Taxes Erode Your Life Savings by Up to 60% or More...Strategies To Help Reduce Income and Estate Tax on Your IRA, 401(k) or Pension. Boost Your Retirement Income.

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Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Fullerton Financial Planning cannot guarantee the accuracy of information from third parties.