About this Event
Please arrive by 11:00 a.m. for check-in. This event is for first time attendees only. This timely event is a must-see, and seating is limited for the comfort of our guests.
Your host, Dan Upchurch, will utilize his vast knowledge of financial planning to help you learn new strategies designed to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets.
JOIN US FOR A FREE AND INFORMATIVE DISCUSSION AS WE ANSWER THESE AND OTHER QUESTIONS:
• Long Term Care: It is expensive, and some Insurance Companies have stopped offering coverage. See what others have done to help prepare for the cost.
• Unnecessary Risk: Are you taking too much risk? Are you constantly worrying about another market correction? Learn about stress free solutions that others are using.
• Costly Fees: Have you ever measured the REAL cost of the fees that you are paying? Find out what is not being explained!
• The Cares ACT 2020: Learn about three changes within the CARES Act that could affect you or your heirs.
• Longevity: Facts about Longevity Risk and “Running Out of Money”. Learn about better ways to secure a financial future.
• Tax Changes: New Tax Brackets. A Surviving Spouse could be faced with a bad financial surprise. This is something that most do not plan for or talk about. I will explain.
• Annuities: There are good ones and bad ones. I will explain in simple terms, the difference.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. By submitting this form and registering for the event, you consent to receiving SMS communications regarding this event.
Event Venue & Nearby Stays
The Capital Grill, 101 South Hanley Road, Clayton, United States
USD 0.00
