REGISTER FOR OUR Event
June 9th
at 6:00 PM
15211 Major Lansdale Blvd.
Bowie, MD 20721

Please arrive 15 minutes early
June 11th
at 6:00 PM
OR
JOIN US
- How to maintain your purchasing power in retirement, despite rising inflation.
- How our clients have kept their money safe from market declines.
- How to not outlive your income during retirement.
- Strategies that could help reduce taxes.
- How bracket topping can minimize tax implications of ROTH conversions and enhance the value of your estate.
- Why your current annuity may be failing you.
- How taxes are changing in retirement.
- New to the Bowie area and looking for a local financial professional? We are here to help.
*We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professionalfor guidance with your individual situation. This is an educational workshop, no products will be sold. No Agents/Brokers/Advisors Permitted.Please no attendees under the age of 58.