4529 Okahumpka Run

The Villages, FL 32163

December 2nd

at 4:00 PM

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• 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:

1635 Palmer Way

The Villages, FL 32162

or

December 3rd

at 4:00 PM

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