Apr
4
11:30 AM11:30

Attention: Retirees, Business Owners, Execs & Professionals… you are invited to a FREE Private Briefing

  • Courtyard by Marriott Saratoga Springs (map)
  • Google Calendar ICS

Warning: Don't Make One More Retirement Income Decision Until You Learn the 5 Myths and Mistakes... And Exactly What the Insurance Companies, Brokers, & Agents Are NOT Telling You!

Your Choice of Time:  Tuesday, April 4th

Afternoon (Lunch): 11:30 am

Evening (Lite Fare): 6:00 pm

Seating is Limited … Register Today! To Discover and Profit!

2 Easy Ways To Register:

Call our automated Toll Free Hotline (888) 811-2715

or click on one of the links below:

 

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How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension
Oct
26
5:00 PM17:00

How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension

  • Courtyard By Marriott Saratoga Springs (map)
  • Google Calendar ICS

Attention: Retirees, Business Owners, Execs & Professionals, You are Invited to a Complimentary Private Briefing. Don't Make One More Retirement Income Decision Until You Learn The 5 Myths and Mistakes...And Exactly What The Insurance Companies, Brokers & Agents Are NOT Telling You! What You Don't Know is Costing You Unnecessary Taxes and Loss of Retirement Income. 

View Event →
How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension
Oct
26
12:00 PM12:00

How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension

  • Courtyard By Marriott Saratoga Springs (map)
  • Google Calendar ICS

Attention: Retirees, Business Owners, Execs & Professionals, You are Invited to a Complimentary Private Briefing. Don't Make One More Retirement Income Decision Until You Learn The 5 Myths and Mistakes...And Exactly What The Insurance Companies, Brokers & Agents Are NOT Telling You! What You Don't Know is Costing You Unnecessary Taxes and Loss of Retirement Income. 

View Event →
How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension
Sep
21
5:00 PM17:00

How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension

  • Courtyard By Marriott Saratoga Springs (map)
  • Google Calendar ICS

Attention: Retirees, Business Owners, Execs & Professionals, You are Invited to a Complimentary Private Briefing. Don't Make One More Retirement Income Decision Until You Learn The 5 Myths and Mistakes...And Exactly What The Insurance Companies, Brokers & Agents Are NOT Telling You! What You Don't Know is Costing You Unnecessary Taxes and Loss of Retirement Income. 

View Event →
How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension
Sep
14
12:00 PM12:00

How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension

  • Courtyard Marriott Saratoga Springs (map)
  • Google Calendar ICS

Attention: Retirees, Business Owners, Execs & Professionals, You are Invited to a Complimentary Private Briefing. Don't Make One More Retirement Income Decision Until You Learn The 5 Myths and Mistakes...And Exactly What The Insurance Companies, Brokers & Agents Are NOT Telling You! What You Don't Know is Costing You Unnecessary Taxes and Loss of Retirement Income. 

View Event →
How Will I Ever Retire?
Sep
1
6:30 PM18:30

How Will I Ever Retire?

In this class we will examine ways to avoid those choices and how to make what you have last a lifetime. We will look at the impact of taxation on your retirement, as well as what you should do about Social Security. You will learn that you can retire and create a legacy for your family. It’s not always about earning more, but how to manage what you have that can make all the difference.

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