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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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EVENT DETAILS
Click here to register, seats are limited and registration is required -->
ABOUT YOUR HOSTS
Johnathan Burgess
President & Financial Advisor
Johnathan started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary, he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.
Tuesday, May 27th @ 6:30 PM or
Thursday, May 29th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
Navigating Retirement Can Be Challenging ... We Are Here To Help
Enjoy a night out (plus complimentary dinner!) and learn how to prepare for your Retirement! Please join us and learn how you can work toward your goals amidst taxes, inflation, and market turmoil.
Tuesday, May 27th @ 6:30 PM or
Thursday, May 29th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
Optimization strategies to help you get the most from Social Security
Little-known strategies to maintain your lifestyle and avoid running out of money.
How current events & inflation rates are hitting the stock market adversely
New asset allocation strategies for retirement…buy and hold, hope and pray…that’s not going to cut it anymore
How Social Security claiming strategies may increase your total benefits (AND understand how your benefits will be taxed!)
How to build an estate plan that protects your legacy from probate
What You'll Learn:
Why some experts are expecting a significant market correction
BONUS: Free Dinner for you and your guest!
OR
Matthew Hastings
WMCP®, CRPC®, NSSA®
With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC® designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients.
Navigating Retirement Can Be Challenging... We Are Here To Help
Enjoy a night out (plus a free dinner!) and learn how to prepare for your Retirement! Learn how you can work toward your goals amidst taxes, inflation, and market turmoil.
618
618 Park Ave, Freehold, NJ 07728
JOIN US
Wednesday, July 1st @ 6:30 PM
Seating is limited. Reserve your spot now!
EVENT DETAILS
Monday, June 16th @ 6:30 PM or
Tuesday, June 17th @ 6:30 PM
City Range Steakhouse
774 Spartan Blvd, Spartanburg, SC 29301
OR
Click the date button below to register
WHAT WILL YOU LEARN ABOUT?
Trending Topics
Building Wealth
Financial Safety
BONUS:
Free Dinner
Hear about a range of hot topics, from inflation to the stock market, and learn how you can safeguard your money.
Find out how recent tax law changes benefit you and potentially reduce your taxes!
Ways to ensure your nest egg lasts no matter how long you are retired.
Join us for this live complimentary dinner event. This is 100% on us!
FEATURED IN:
What People said about Previous Seminars:
"We had a great experience today. Very informative with lots of good takeaways. Thanks!"
"Most useful seminar I think I have ever attended. Thank you!"
"Well done with useful info and opportunities to ask questions. Very impressed."
Focused on PEOPLE, not profits...
At Dworetsky Financial we are committed to helping people just like you create solutions for their retirement assets. Once we understand your time horizon and goals, we’ll work diligently to develop a program that takes a carefully balanced approach to accumulation and distribution.
