About this Event
Unlock Your Retirement Potential
Learn New Ways to Tackle the BIG THREE of Retirement Planning: Taxes, Risk, and Income
Complimentary Gourmet Lunch Included!
Join us for a delicious gourmet lunch on us while you gain valuable insights and network with fellow attendees. There will also be lots of giveaways and even cash door prizes, so come ready to have fun!
What You’ll Learn
Maximize Your Social Security
- Elect Spousal Benefits: Discover strategies to maximize your benefits.
- Increase Monthly Payments: Learn how to optimize your retirement income.
Best Tax Strategies for 2024
- Roth Conversions: Understand how to transition your savings for tax-free growth.
- Tax Mini-Workshop: Get practical tips to minimize your tax burden.
- Using a Trust for Maximum Efficiency: Learn how to safeguard your assets while enhancing tax efficiency.
Best Income Strategies for 2024
- Structured Notes & Corporate Municipal Bonds: Explore innovative investment options.
- Top-Paying CDs and Annuities: Get the scoop on the best income-generating products.
- Build an Income Engine: Learn step-by-step how to create a reliable income stream.
RISK Management
We perceive great risk in the equity markets. Don’t leave your retirement to chance! Learn how to protect your assets without sacrificing growth:
- Buffer Strategies: Discover principal-protected notes and other risk-reduction strategies that work for you.
Don’t miss out on this opportunity to secure your financial future!
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
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Advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Gulf Financial Group are independent. Any strategies mentioned should are not a recommendation and may not be suitable for everyone. Before acting on information mentioned, consult with a qualified tax or investment advisor to determine if it is suitable for you. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator of future results. This program is designed to provide accurate and authoritative information with regard to subject covered. Insurance products and services are not offered through BCM but through individually licensed and appointed agents. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.
Event Venue & Nearby Stays
Walton Area Chamber of Commerce, 63 South Centre Trail, Santa Rosa Beach, United States
USD 0.00
