Broker Check
02 March
Understanding Retirement RMD's and How to Avoid Costly Mistakes


Your best investment could be learning how to avoid costly financial mistakes. You will benefit from this seminar by learning:

- How to protect your money against future market drops without sacrificing the chance to grow your savings.

- Ways that you may be able to avoid a big tax hit for you and your beneficiaries with the SECURE Act.

- Social Security strategies that can make a $100,000 difference for a single person, or up to $400,000 for couples during your lifetime.

- Ways to improve your IRA, 401(k), 403(b) and TSP as you prepare to retire.

This workshop will teach you:

- How to preserve your capital, maximize your retirement, and minimize risk.
- Simple strategies that you can implement into your retirement plan.
- The difference between Wills and Trusts and why you will want to avoid probate.
- How to lock-in your tax savings now to ensure that they are not impacted by changes in tax laws.
- How you could potentially create a guaranteed income that you will never outlive.
- Simple measures to preserve your capital from negative consequences, including inflation.


Date and Time

Thu, Mar 02, 2023

6:00p - 7:15p EST


Executive Plaza Building - Training Room

9041 Executive Park Drive, Suite 250
Knoxville , TN 37923


Please park and enter at awning A

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