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Register for our event!

September 24

at 6:30 PM

10100 Highland Rd.

Heartland, MI 48353

JOIN US

UNDERSTANDING DIFFERENT RETIREMENT STRATEGIES

or

October 1st

at 6:30 PM

YOU WILL LEARN:

  • Why the source of your retirement income can be just as important as the amount you receive.
  • How investment fees may affect your retirement savings over time and the questions every retiree should be asking.
  • Tax-efficient planning concepts that may help you keep more of your retirement income.
  • Common retirement planning mistakes and how a thoughtful strategy may help you avoid them.

Our event for the 1st is now at full capacity. You can register for our other date.

LifePlan Financial Design is not affiliated with or endorsed by the Social Security Administration or any other government agency and does not provide tax or legaladvice. Any discussion of taxes herein or related to this event is for general information purposes only and does not purport to be complete or cover every situation. Tax law is subject to interpretation and legislative change. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. Insurance and annuities offered through Mike Douglas. Investment advisory services offered through Stewards Wealth Planning, LLC, an SEC Registered Investment Advisor. LifePlan Financial Design and Stewards Wealth Planning, LLC are not affiliated.