About this Event
Join us for an educational retirement workshop where you will learn the latest proven strategies to potentially help you preserve your wealth, get more income and can help reduce risk and tax liabilities in retirement.
ABOUT THIS EVENT
Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement:
*Do I have enough money to retire?
*Will my money last?
*Am I prepared for the next market correction?
*What happens to my retirement accounts if taxes go up?
*Will my money keep up with inflation?
This Educational Workshop Will Provide You with Much Needed Information To Help Address These Question and More!
TOPICS WE WILL DISCUSS
- Inflation is at a 40-yr high. Learn 3 actionable items you must take now to avoid the erosion of your assets.
- Understand what the new tax law may mean for you! Who wins? Who loses?
- Identify the 3 most important steps to take NOW before the next bear market hits.
- Potentially pay far fewer taxes on your retirement income.
- Turn existing IRAs into tax-free accounts.
- How will America’s debt & deficit likely impact your retirement?
- Learn the advantage of tax planning rather than tax preparation.
BONUS TOPICS:
- Learn the 3 principles for maintaining financial independence for your lifetime.
- How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
- Learn strategies that teach you how to structure RMD's Tax Efficiently.
- How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an informational program that deals with the facts…the good, the bad, and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions.
Matthew Rowley, an Investment Advisory Representative (IAR) Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Please be advised that all IAR emails sent to or from this email system are subject to archiving, monitoring and/or review as required by the Securities and Exchange Commission (SEC). Please be reminded that this is an unsecured email service and should not be used for sending confidential or sensitive information such as social security number, account number or any other personal or financial information. Insurance products and services are offered and sold independently by Freedom Retirement Services LLC, License #761558 ID, #3523776 NV, and Matthew Rowley, License #664260 ID, #3318367 NV.
Event Venue & Nearby Stays
Boise Public Library - 3rd Floor - Marion Bingham Room, 715 South Capitol Boulevard, Boise, United States
USD 0.00
