By submitting, you’re okay with receiving text messages from Advocate Wealth . Msg & data rates may apply. At anytime you may Reply opt out. Consent not required for purchase. 

Register for our event!

October 6th

at 6:30 PM

6360 Frantz Rd., Dublin, OH 43017

JOIN US

ARE YOU WALKING INTO A RETIREMENT TRAP

or

October 8th

at 6:30 PM

YOU WILL LEARN:

  • Spot the “time bomb” tax liabilities buried in your retirement accounts
  • Use proactive strategies to reduce your lifetime tax burden
  • Coordinate Social Security, Medicare, and RMDs without triggering unnecessary taxes
  • Turn your retirement plan into a tax-efficient income machine

Statistics regarding estate planning and long-term care are for informational purposes and sourced from industry benchmarks, including studies showing that approximately 57% of adults lack essential estate documents (Caring.com), 70% of seniors over 65 will require long-term care (U.S. Department of Health and Human Services) and average nursing home costs hover around $9,500per month (Genworth Cost of Care Survey). This information does not constitute formal legal or financial advice. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.