Please Join Us

For This Complimentary Dinner Event

TRIBECA TAVERN

500 Ledgestone Way
Cary, NC 27519

  Get Directions

Tuesday

July 13

6:30 PM

  Register Now

Thursday

July 15

6:30 PM

  Register Now

Take Back Control Of Your Retirement

If You’re Retired or Planning to Retire in the Coming Years

You are cordially invited to attend this Complimentary Dinner Presentation, “TAKE BACK CONTROL OF YOUR RETIREMENT.” This event is by invitation only. Call today to RSVP at (800) 803-5723, and give the RSVP code 418739 or make a secure reservation at Seminar.RSVPYes.com/418739. Seating is limited, so please reserve promptly.


Managing Your Money and Retirement Investments in these Turbulent Times The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle


We will discuss:

  • CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
  • THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries. Learn important mistakes you should avoid.
  • TAX-EFFICIENT STRATEGIES: How to get to the 0% tax bracket and transform your retirement.
  • IRA WITHDRAWALS: How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.

Please Join Us for this Complimentary Dinner Event