Register for our event!

November 4th, 10th or 12th

at 6:30 PM

2525 Ponce De Leon Suite 100

Coral Gables, FL 33134

JOIN US

Attend this workshop and learn:

- How an estate plan can help protect your family’s inheritance from divorce, lawsuits, and creditors


- Advanced IRA strategies that may help reduce your income taxes


- Ways to help protect your retirement savings before the next recession


- The true annual cost of fees in many mutual funds and variable annuities


- Understanding Roth conversions. Does it make sense for my situation?


- Why a second opinion on your retirement plan matters with markets near all-time highs


- How to adapt to a volatile economy, changing tax laws and an evolving investment landscape


- Alternatives to CDs and money market funds that may help keep pace with inflation


- How to evaluate whether an annuity you already own still fits your goals

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HELP PRESERVE YOUR WEALTH & LEAVE A LEGACY

Reserve Your Complimentary Seats Today!

Don’t miss this opportunity to prepare for your future.

Seating is limited, so call or RSVP online now to secure your place!

Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investment advisory services offered through Ladin Financial Group, Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Ladin Tax & Financial Group, Ladin Financial Group, Inc. and Ladin Tax & Financial Group are affiliated companies. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.