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Maximizing Your Retirement Income & Optimizing Your Tax Strategy
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement
Your Event Date & Time:
- The Keeter Center on January 17 at 6:00 p.m.
- The Keeter Center on January 19 at 6:00 p.m.
Add it to your calendar:
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Thank you for registering for our upcoming event at The Keeter Center located at 1 Opportunity Ave., Point Lookout, MO 65723. Please note, we will be in touch to confirm your registration and will send you a confirmation letter in the mail. If you don’t receive a letter, please contact us at (417) 893-7233.
Event Date & Time:
– The Keeter Center on January 17 at 6:00 p.m.
– The Keeter Center on January 19 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 with your registration request and event details. As mentioned, we will be in touch to confirm your registration and will send you a confirmation letter in the mail. Once your registration is confirmed, 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!
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Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advantage Retirement Services, Inc. does not provide legal advice and cannot draft legal documents. We are pleased to work alongside a client’s current experienced CPA, tax planner and estate planning attorney who develop legal documents that express a client’s estate planning intentions.
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. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.