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Please join us for a complimentary webinar while we share insights on upcoming tax increases, IRA, investment vehicles, fees, changes in the economy and penalties – and what it all means for your retirement.

Learn how you may be able to protect your retirement from financial disaster with elite wealth management secrets, retirement must-dos, and innovative money-saving strategies!

We believe this event may provide valuable insights and strategies that could help you protect your hard-earned investments.

During this presentation, we will cover the most common questions that up to 80% of retirees ask, such as:

✅ How do I calculate my Required Minimum Distributions?

✅ How much are taxes planning to increase?

✅ How do I know if my asset allocations are appropriate?

Note: This is a 40-minute online presentation packed with valuable insights regarding your IRA, 401(k), or 403(b) that can directly impact the prosperity of your retirement.

If you're in retirement or on the horizon of retirement, we will also cover imperative key points such as:

☐ Identify the difference between a traditional IRA and a Roth IRA

☐ Recognize why a Roth IRA works so well to eliminate the tax-rate risk

☐ Identify the qualifications to contribute to a Roth

☐ Determine if any other investments work like a Roth

☐ How to make the most of the new rules for Roth IRA contributions

These are just a few critical points covered in our complimentary online presentation that could significantly impact your financial future.

Take advantage of this unique chance to discover common but often overlooked information that may assist you in preparing for the future and safeguarding your hard-earned savings.
I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.

She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.