JOIN US FOR A COMPLIMENTARY PRESENTATION

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?

THE ANSWER IS YES!

Select a Date and Register

Click an event date below to register!

Tue Sep 15
Morton's The Steakhouse
6:30pm Mountain - 15233 N Kierland Blvd Scottsdale, AZ 85254
This Event Is Full This Event Has Already Taken Place
Thu Sep 17
Morton's The Steakhouse
6:30pm Mountain - 15233 N Kierland Blvd Scottsdale, AZ 85254
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

MATT TOBEY

Matt Tobey is an investment advisor representative with a heart for service and a deep commitment to helping individuals navigate the complexities of retirement with confidence and clarity. With over a decade of experience at Fullerton Financial Planning, Matt’s career has been shaped by his desire to teach, support, and empower clients through thoughtful, personalized financial guidance.

Outside of the office, Matt is an avid outdoor enthusiast and is actively involved in his church’s outreach programs. His Christian faith and personal values influence every aspect of his work, guiding him to lead with compassion, integrity, and a servant’s heart.

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