Taxes & Your Retirement in the Post COVID-19 World

The economic activity of the U.S. has plummeted in the wake of the coronavirus pandemic and unemployment has soared—as we navigate social distancing guidelines designed to slow the spread of the virus. Learn What You Can Do To Help Prepare and Protect Yourself for The Rood Ahead.

You are cordially invited to join us for a Complimentary Educational Event at Davidson County Community College with all Covid-19 precautions being taken! We have enclosed complimentary VIP admission tickets for you and your adult guest. Seating is limited in observation of the social distancing guidelines, so please guarantee your space now by using one of the convenient RSVP options listed below. Seating is limited for social distancing purposes and the safety of our guests. Please call now to RSVP at 800-839-5302.

Important Event Topics:

• The Markets – How might you be able to avoid taking retirement income from a depressed portfolio so as to better position the portfolio for recovery? How much risk are you taking with your retirement investments?
• Tax Strategies – What tax efficient opportunities are there that one should be aware of now and in the future?
• Retirement Income – How can you create a steady and reliable income stream for life? Ways to increase your take home income by potentially reducing your tax liability.
• Long Term Care – Learn about the alternative options for long-term care coverage.
• Estate Planning – Protecting your estate with essential legal documents, powers of attorney, trust and more.