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Will Taxes and the Market Take a Bite Out of Your Retirement? – with Andie Doller and Curv Miller

Location:

Cooper’s Hawk Winery & Restaurant
5220 Cornerstone North Blvd.
Centerville, OH 45440 United States

Directions

Date:

June 18

Time:

5:30 pm

LEARNING WAYS TO AVOID COSTLY FINANCIAL MISTAKES MAY BE YOUR BEST INVESTMENT

You and your guests are cordially invited to join us for an informational dinner event. There is no
obligation, and nothing will be sold.

Your hosts and presenters for the evening are Curv Miller and Andrea Doller.

During this event, these experienced Wealth Advisors will reveal strategies to help you preserve your capital, optimize your retirement income, decrease
your risk and prepare for the changes coming out of Washington.

During the presentation, they will explain, in plain English, some little-known facts and strategies your
current advisor may not know, and the government won’t advise you on.

 

IMPORTANT EDUCATIONAL TOPICS WE’LL DISCUSS:
• Ways to help preserve your money against future drops in the market without completely sacrificing the chance to grow your money now.
• Actions to consider now to help lock-in your tax savings before the sunset of the Trump Tax Law.
• The SECURE Act 2.0 and ways to potentially avoid a big tax hit for you and your beneficiaries.
• Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
• Ways to potentially avoid taxes in the current environment.
• Learn the potential advantages of tax-efficient strategies.
• Ways to create a portfolio similar to those used by experienced investors.

 

DON’T MISS THIS EVENT IF YOU’RE RETIRED OR PLANNING TO RETIRE AND HAVE AN IRA, 401(K), 403(B), TSP OR OTHER INVESTMENT ACCOUNTS

For educational purposes only. First-time attendees only. Topics are best suited for those who have saved $250K or more in investible assets.

After the presentation, you will enjoy a fabulous, complimentary gourmet dinner.

Register For This Event