REDUCE TAXES, PROTECT YOUR ESTATE, AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT

Market downturn, wills & trusts, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at the University of Southern Indiana for an informational event covering Estate Planning and Taxes (including how to deal with the current market environment) on Thursday, November 5, from 6:00 – 7:30 pm.

Attend This Workshop And Learn:

• How to reduce or eliminate retirement and estate taxes
• ​​Financial strategies that could increase your retirement income and last a lifetime
• How to deal with the current market volatility and inflation
• ​​If you need a will or a trust
• How to structure your retirement savings so you never have to worry about running out of money
• Common misconceptions about retirement and estate planning
• Tools and methods available to retirees to help develop a retirement tax strategy

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.