Tuesday, June 16th

at 6:00 PM

3300 Crescent Oaks Blvd.

Tarpon Springs, FL 34688

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REAL STRATEGIES. REAL ANSWERS.

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FOR A COMPLIMENTARY DINNER EVENT

Crescent Oaks Golf Club

Designed for pre-retirees seeking clarity and confidence in retirement.

NO FINANCIAL DOUBLE-TALK

TOPICS COVERED THIS EVENING

Annuity spotlight: MYGAs, Fixed Index Annuities, Income Annuities & RILAs explained clearly — how today's annuities may provide protection, growth and income options.


Avoid probate & protect your family: Simple strategies to help assets transfer privately and efficiently — and why many families unintentionally leave loved ones stuck in the probate process.


Roth conversions — does it make sense

for you?: Could converting now potentially reduce futuretaxes and RMDs? We'll explore the impact onMedicare premiums and retirement income.


Retirement risks most investors overlook: Market volatility, inflation, taxes and longevity risk — and what planning options exist to help address each one.

FOR FIRST TIME ATTENDEES ONLY

Investment Advisory Services offered through Accurate Wealth Management, LLC an SEC Registered Investment Advisor. Insurance services offered through Accurate AdvisoryGroup, Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented is for educational purposes only. It should not be considered specific investmentadvice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.