509 E Hartford Street

Hernando, FL 34442

August 11th

at 5:00 PM

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Most retirees have never been shown:

• Structured income notes with today's 12-22% coupon opportunities

• Roth Conversion strategies that can potentially reduce lifetime taxes — stop tipping the IRS

• AI and IPOS — whether they belong in a retirement portfolio

• True advisor costs — what you’re really paying your advisor to do

• Estate & legacy planning — protecting your family without overpaying