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Strategies to Help Maximize Your Income, Reduce Your Taxes and Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Your Event Date & Time:
- Morrill Memorial Library on June 17 at 6:00 p.m.
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– Morrill Memorial Library on June 17 at 6:00 p.m.
Please arrive at least 15 minutes early to allow time to park, check-in and be seated.
What now?
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected]. at your earliest convenience so we can accommodate other guests accordingly.
If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.
We look forward to seeing you there!
Ed Botelho
Financial Planner & Founder of Wealth Max Financial Group
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*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC, a Registered Investment Adviser. Wealth Max Financial Group and CreativeOne Wealth, LLC are unaffiliated entities. Licensed Insurance Professional.
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The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.