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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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ABOUT YOUR HOST
Trevier Minton
Trevier specializes in estate and retirement planning, Group Benefits, Individual and Group Health, Individual Life and Annuities.
Focused On People, Not Profits...
Retirement Master Class
Join us for a private educational event and learn how to minimize market risk from your retirement accounts and build a foundation of predictable retirement income. This is a working class. We will be workshopping real world examples. Come with your notebook, ready to learn.
We can't have your mind distracted by hunger pains, so a complimentary dinner will be provided.
Seating is Limited. Reserve Your Spot Now!
Do Something Today That Your Future Self Will Thank You For
Why is this so important for your retirement?
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
As a "Thank You" for joining us, a complimentary meal will be served. Reservations are required. Register today!
Do Something Today That Your Future Self Will Thank You For
As Featured In
Eagles Nest at the Lake
3089 Aerie Ln, West Frankfort Il 62896
Thursday, November 5th @ 6:00 PM
American Legion
3724 Poplar Street Thompsonville IL 62890
Stop Gambling With Your Retirement
Seating is limited, register now!
How to reduce the risk of outliving your retirement savings
Strategies for creating reliable retirement income you can count on
Ways to balance safety, growth, and access to your money throughout retirement
Steps you can take now to build a more confident and financially secure retirement
How to help shield your wealth from market downturns and unexpected volatility
How to protect your retirement savings from unnecessary market risk
What You Will Learn
EVENT DETAILS
Join us and discover proven strategies to protect your savings and create reliable income, over a delicious catered dinner on us.
Privately Catered
This session will include real-world examples and practical discussion. All materials will be provided, along with a catered meal, so you can stay focused and engaged throughout.
READY. AIM. RETIRE.
American Legion
3724 Poplar Street Thompsonville IL 62890
Thursday, November 5th @ 6:00 PM
