JOIN US FOR A COMPLIMENTARY PRESENTATION

Learning how to avoid unnecessary mistakes might be the best investment you can make

Is it Possible to Enjoy Your Golden Years with the Thought of Rising Taxes, Unaffordable Healthcare and a Social Security System Facing a Financial Crisis?

Select a Date and Register

Click an event date below to register!

Tue Jul 21
Ocean Prime
6:30pm Mountain - 5455 E High St Phoenix, AZ 85054
This Event Is Full This Event Has Already Taken Place
Thu Jul 23
Ocean Prime
6:30pm Mountain - 5455 E High St Phoenix, AZ 85054
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • IRA WITHDRAWALS: How withdrawals from your IRA could cause you to lose up to one-third of your Social Security.
  • Learn how you may be able to DEFER & REDUCE TAXES in retirement.
  • Reduce or potentially ELIMINATE TAXES on your Social Security.
  • Learn how to get tax-free INCOME, tax-free LONG-TERM CARE protection, and a tax-free LEGACY to your heirs.
  • What steps you can take NOW to stay ahead of INFLATION!
Select a Date and Register

Featured Speaker

Fullerton Financial Planning

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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