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๐๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐๐ฅ๐ฅ ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐๐๐ซ๐ฌ ๐๐ก๐๐๐๐ผ๐๐ช๐ก๐ฉ๐จ 55+ ๐ค๐ฃ๐ก๐ฎ. ๐๐ค ๐๐๐๐ก๐๐ง๐๐ฃ, ๐ฅ๐ก๐๐๐จ๐.
Youโre invited to a relaxed lunch and conversation about making life easier for the people you love. Weโll share simple, practical steps to protect what youโve built, reduce avoidable taxes and costs, and make sure your wishes are carried outโwithout headaches for your family.
๐๐ก๐ฒ ๐๐ญ๐ญ๐๐ง๐
โข Protect your spouse, children, and caregivers with a clear plan
โข Keep more of what youโve earned by lowering taxes now & later
โข Help beneficiaries receive assets without delays or forced sales
โข Safeguard inheritances from lawsuits, divorce, and creditors
โข Understand choices today (risk, investments, retirement moves) that affect your family tomorrow
โข See when tools like 529 plans and Roth conversions may support legacy goalsโexplained in plain English
๐๐๐๐ ๐๐๐ ๐๐จ๐ซ ๐ ๐๐๐: https://assetguardnc.com/event/lunch-and-learn-keep-more-in-retirement-at-mimis-cafe/?utm_source=Facebook&utm_medium=Facebook&utm_campaign=AG-ChristmasEvent-20251029
**Disclaimer:** This event is intended solely for those planning to retire or already retired (aged 55+) who have never attended an Asset Guard seminar before. Asset Guard reserves the right to decline your registration if you do not meet our pre-qualification criteria. P.S. Retirement should be a time of freedom, not financial stress. Join us for a meal, and let's make sure your hard-earned savings are ready for the road ahead.
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Event Venue & Nearby Stays
Mimi's Cafe (Greensboro), 3322 W Friendly Ave, Greensboro, NC 27410-4806, United States
Tickets
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