
4529 Okahumpka Run
The Villages, FL 32163
October 14th or 15th
at 4:00 PM
1635 Palmer Way
The Villages, FL 32162
October 6
at 4:00 PM

or
1635 Palmer WayThe Villages, FL 32162
Register Today
FOR A COMPLIMENTARY PRESENTATION
JOIN US!
• 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
Most retirees have never been shown: