Strategic Retirement Planning
Dinner Workshop
Course Code: SR19786B

This Workshop is offered FREE of Charge
But – Space is Limited and 
Advance Registration is Required

To Register –
Register on-line now! or 
Register by phone     866-828-2295    (lines open 24/7)

STRATEGIC RETIREMENT PLANNING

You and your spouse (or guest) are invited to join us for a complimentary and educational dinner workshop on these topics. 

The real key to a successful retirement is being well informed. You will learn about important changes in 2026 and the latest strategies to reduce taxes and protect and preserve your valuable assets for retirement, and for the important people in your life. If you are retired or planning to retire soon, this will be time well spent.

Challenges We Will Address:

• Previously lost money in market downturns? Concerned about history repeating itself? Learn where you can find safety.
• Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income for life.
• Learn how 401(k) and IRA Assets can be passed on to future generations, and how to lower your taxes.
• Tax-Free Investing: The smart way of doing Roth Conversions
• BONUS TOPIC:  Retirement Changes for 2026

You’ve earned it, now learn strategies to protect it, keep more of it, and pass it on!