About this Event
*Your ticket is not confirmed until an Asset Preservation team member reaches out to you.*
* *This event is for ages 55+ FIRST TIME GUESTS only.**
**PLEASE ARRIVE BETWEEN 5:00-5:15PM. DOORS WILL CLOSE PROMPTLY AT 5:30PM.**
You are personally invited by Stewart Willis, host of “The Asset Preservation Hour” television show, to an informative dinner event to discuss his techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Enjoy a complimentary meal served after the presentation.
What You Will Learn:
- How you may be able to reduce or eliminate some Social Security taxes, IRA taxation, and income taxes.
- Ways to help reduce your risk in a volatile market and protect assets against loss.
- How changes to Social Security filing have ended two commonly used strategies and could impact your future distributions.
- Methods that may increase benefits and provide more lifetime income throughout retirement.
- Savvy strategies using your savings to preserve your current lifestyle without running out of money.
- How the biggest tax law change in the past 30 years may impact you and your spouse.
- Ways to use tax-efficient strategies for your IRA and avoid losing up to 70% of your IRA to federal and state estate taxes and income taxes!
Learning how to avoid costly mistakes may be the best investment you can make. You've worked. You've planned. You've saved. Now what? Plan well, retire well.
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.
Investment Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
By providing your phone number to RSVP you are agreeing to receive SMS messages for confirmation and reminders.
Event Venue & Nearby Stays
Mastro's Steakhouse, 8852 East Pinnacle Peak Road, Scottsdale, United States
USD 0.00
