Topics to be discussed
How could the new tax reform bill impact your bottom line and retirement nest egg?
How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
How could America's debt & deficit likely impact your retirement.
How you may potentially increase your interest earnings - while safeguarding your investments from risk.
How to pass your IRA to your children or grandchildren - without giving most of it to the IRS.
How future tax rate increases may affect your retirement and could you be left with enough money?
How America's debt and deficit might impact interest rates and inflation. As of 6/3/19 the U.S. debt is $22,346,284,987,458. That's $181,885 per U.S. tax-payer.
Enjoy Your Evening!
Doors open and guests are seated.
Introduction, followed by prayer and opening questions. Appetizers will be served.
Risk tolerance approach & strategy.
Sequence of risk returns, buffered solutions and map plan.
Final questions and remarks, followed by dinner being served.
Dessert is served.
Investment Management Group
CEO, CKA, Financial Advisor
MBA, Financial Advisor
Get in Touch
8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216