July and August 2019
Retirement Readiness 101
Rockford, IL- This information-rich course introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances. Baby Boomer Retirement Secrets will show you a conservative approach to wise money management.
Our goal is that you will learn to maximize your income from your investments, Social Security, and retirement plans. This course will show you how to help protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care. Your registration fee includes a jam packed course textbook which will help you to follow along with the classroom presentation.
- Financial Basics
- Estate Planning
- Social Security Planning
Date: Wednesday, July 23rd and Wednesday, July 30th
Thursday, July 31st and Thursday, August 7th
Time: 6:30PM to 8:30PM
Location: Northern Illinois University
Rockford Education Center
8500 E State St
Rockford, IL 61108
Course Section: Retirement Readiness 101
Tuition: Get our jam packed, fantastic course when you register for this FREE event. All attendees must register in advance as seating and materials are limited.
You will not be admitted with out a ticket. Register Today while seating lasts. Tony 815-633-9595
Reducing Taxes in Retirement!
Rockford, IL – Taxes are currently on SALE but only for a limited time. The Tax Cut & Jobs act of 2017 lowered taxes for many but it was only a temporary solution. 23 separate provisions that
directly relate to individual income taxes will expire at the end of 2025. Are you taking full advantage of this current tax sale? Come find out if you could be doing more to save during this potentially once in a lifetime opportunity
TOPICS TO BE COVERED...
- Will Taxes Be Significantly Higher 10 Years From Now?
- How Might Unfunded Government Promises Dip Into Your IRA?
- Why Your 401k May Be The Low Hanging Fruit That The Government Can’t Wait To Pick.
- How To Potentially Reduce Your Taxes in Retirement!
- Why Current Tax Breaks May Never Be This Low Again And How To Take Full Advantage.
Dates: Wednesday, August 21st
Time: 6:30 PM - 8:30PM
Location: Sam's Ristorante & Pizzaria
6075 E Riverside Blvd
Rockford, IL 61114
Please RSVP by Calling Tony at (815) 633-9595
Call Today To Reserve Seats For You And Your Friends. (Limit 4 Seats Per Caller)
(Seating is limited To The First 35 people)