REGISTER FOR OUR Event
July 7th
at 6:00 PM
625 Monroe St. NE
Washington, DC 20017
Please arrive 15 minutes early
July 9th
at 6:00 PM
OR
JOIN US
Understanding Different Retirement Strategies
What You’ll Learn — That No One Else Is Telling You!
• 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 DC area and looking for a local financial professional? We are here to help.