- This event has passed.
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am - 1:00 pm
Lunch & Learn - Legacy Planning
Troy, MI
April 10th @ 11:30am
Lunch & Learn - Legacy Planning
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
Join us at our educational training center in Troy, MI to learn about common pitfalls of legacy planning. Lunch will be provided as we dive into topics covering:
- Planning For Everyone – everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
- Avoid Unnecessary Taxes and Fees – Without the proper planning in place, your beneficiaries and your wealth may be exposed to taxes and probate fees that could be reduced or even eliminated with proper planning.
- Legal Safeguards – Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.
Who should attend this important event?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
Financial Services of America
50 W. Big Beaver Rd.
Ste 500
Troy, MI 48084
Date & Time
Wednesday, April 10th at 11:30 am
Lunch will be provided!
Sign Up Below
- This event has passed.
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am - 1:00 pm
Lunch & Learn – Legacy Planning
Troy, MI
April 10th @ 11:30am
Lunch & Learn – Legacy Planning
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
Join us at our educational training center in Troy, MI to learn about common pitfalls of legacy planning. Lunch will be provided as we dive into topics covering:
- Planning For Everyone – everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
- Avoid Unnecessary Taxes and Fees – Without the proper planning in place, your beneficiaries and your wealth may be exposed to taxes and probate fees that could be reduced or even eliminated with proper planning.
- Legal Safeguards – Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.
Who should attend this important event?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
Financial Services of America
50 W. Big Beaver Rd.
Ste 500
Troy, MI 48084
Date & Time
Wednesday, April 10th at 11:30 am
Lunch will be provided!
Sign Up Below
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am – 1:00 pm
Lunch & Learn – Legacy Planning
Troy, MI
April 10th @ 11:30am
Lunch & Learn – Legacy Planning
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
Join us at our educational training center in Troy, MI to learn about common pitfalls of legacy planning. Lunch will be provided as we dive into topics covering:
- Planning For Everyone – everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
- Avoid Unnecessary Taxes and Fees – Without the proper planning in place, your beneficiaries and your wealth may be exposed to taxes and probate fees that could be reduced or even eliminated with proper planning.
- Legal Safeguards – Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.
Who should attend this important event?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
Financial Services of America
50 W. Big Beaver Rd.
Ste 500
Troy, MI 48084
Date & Time
Wednesday, April 10th at 11:30 am
Lunch will be provided!
Sign Up Below
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am – 1:00 pm
Lunch & Learn – Legacy Planning
Troy, MI
April 10th @ 11:30am
Lunch & Learn – Legacy Planning
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Legacy planning is for everybody, not just the wealthy. Without an appropriate legacy plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
Join us at our educational training center in Troy, MI to learn about common pitfalls of legacy planning. Lunch will be provided as we dive into topics covering:
- Planning For Everyone – everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
- Avoid Unnecessary Taxes and Fees – Without the proper planning in place, your beneficiaries and your wealth may be exposed to taxes and probate fees that could be reduced or even eliminated with proper planning.
- Legal Safeguards – Avoid court-administered guardianship and ensure your family members or trusted friends have the legal right to carry out your wishes.
Who should attend this important event?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
Financial Services of America
50 W. Big Beaver Rd.
Ste 500
Troy, MI 48084
Date & Time
Wednesday, April 10th at 11:30 am
Lunch will be provided!
Sign Up Below
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am – 1:00 pm
Retirement Seminar
at White Horse Inn
April 16th or 18th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, April 16th at 6:30 pm
Thursday, April 18th at 6:30 pm
Sign Up Below
Legacy Planning Lunch and Learn – Troy, MI
April 10 @ 11:30 am – 1:00 pm
Retirement Seminar
at White Horse Inn
April 16th or 18th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, April 16th at 6:30 pm
Thursday, April 18th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
April 18 @ 6:30 pm – 8:30 pm
at White Horse Inn
January 2nd or 4th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, January 2nd at 6:30 pm
Thursday, January 4th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
April 18 @ 6:30 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
January 2nd or 4th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, January 2nd at 6:30 pm
Thursday, January 4th at 6:30 pm
Sign Up Below
« All Events
- This event has passed.
Taxes in Retirement at White Horse Inn
November 9 @ 6:30 pm – 8:30 pm
at White Horse InnNovember 7th or 9th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, November 7th at 6:30 pm
Thursday, November 9th at 6:30 pm
Sign Up Below
« All Events
- This event has passed.
Taxes in Retirement at White Horse Inn
November 9 @ 6:30 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
November 7th or 9th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, November 7th at 6:30 pm
Thursday, November 9th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
November 9 @ 6:30 pm – 8:30 pm
at White Horse InnAugust 15th or 17th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, August 15th at 6:30 pm
Thursday, August 17th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
November 9 @ 6:30 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
August 15th or 17th @ 6:30pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, August 15th at 6:30 pm
Thursday, August 17th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
August 17 @ 6:30 pm – 8:30 pm
at White Horse InnJune 20th or June 22nd @ 6:00pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
August 17 @ 6:30 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
June 20th or June 22nd @ 6:00pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
at White Horse InnJune 20th or June 22nd @ 6:00pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
June 20th or June 22nd @ 6:00pm
Retirement Seminar at White Horse Inn
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us at White Horse Inn, Metamora, MI to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
at White Horse InnJune 20th or June 22nd @ 6:00pm
Retirement Seminar at The Iroquois Club
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us on February 21st or 23rd at the Iroquois Club in Bloomfield Twp., to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
Retirement Seminar
at White Horse Inn
June 20th or June 22nd @ 6:00pm
Retirement Seminar at The Iroquois Club
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us on February 21st or 23rd at the Iroquois Club in Bloomfield Twp., to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
White Horse Inn
1 East High Street
Metamora, MI 48455
Date & Time
Tuesday, June 20th at 6:00 pm
Thursday, June 22nd at 6:00 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
at The Iroquois ClubDate or Date @ 6:30pm
Retirement Seminar at The Iroquois Club
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us on February 21st or 23rd at the Iroquois Club in Bloomfield Twp., to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
The Iroquois Club
43248 Woodward Ave,
Bloomfield Twp, MI 48302
Date & Time
Tuesday, April 25th at 6:30 pm
Thursday, April 27th at 6:30 pm
Sign Up Below
« All Events
Taxes in Retirement at White Horse Inn
June 22 @ 6:00 pm – 8:30 pm
Retirement Seminar
at The Iroquois Club
Date or Date @ 6:30pm
Retirement Seminar at The Iroquois Club
Join us for this complimentary, no-obligation, important retirement event. Seating is limited.
Have you ever asked yourself:
“Can I retire?”
“How am I going to afford retirement?”
“How long will my retirement funds last?”
“Am I protected against the unknown?”
“Will taxes and medical expenses ruin my retirement?”
These are just a few of the more common questions we often hear from people who are at or near retirement age – and they are valid questions and concerns. If you don’t have the right plan in place designed to help address your specific needs, your retirement might not be as great as you hoped it would be.
Join us on February 21st or 23rd at the Iroquois Club in Bloomfield Twp., to learn about common pitfalls of retirement planning and about strategies designed to help you identify gaps in your retirement plan that might cause you headaches during your retirement years.
We’ll also discuss:
- Ways to help avoid how to avoid running out of income during retirement.
- How to help avoid losing up to 70% of your IRA to federal and state taxes.
- Some of the biggest mistake you can make when doing an IRA rollover at retirement.
- Ways designed to help you legally eliminate taking your Required Minimum Distributions (RMDs) at age 72.
- The importance of distribution planning to help reduce your risk.
- Strategies designed to help optimize your Social Security benefits.
Who should attend this important seminar?
- Our typical attendees are between the ages of 50 and 75 who are in or near retirement.
- They have at least $250k in assets saved for retirement, however that is definitely not a requirement to attend.
- They are interested in learning new concepts within the retirement industry and the strategies designed to help you take the actionable steps you can take to help resolve many of the issues facing retirees today.
Location
The Iroquois Club
43248 Woodward Ave,
Bloomfield Twp, MI 48302
Date & Time
Tuesday, April 25th at 6:30 pm
Thursday, April 27th at 6:30 pm
Sign Up Below
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- June 22
- Time:
- 6:00 pm – 8:30 pm
- Event Category:
- Event
Organizer
Other
- Who Should Attend
- Investors and all members
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at MacRay Harbor
June 6 @ 6:00 pm – 8:30 pm
Taxes in Retirement at MacRay Harbor
June 8 @ 6:00 pm – 8:30 pm
Taxes in Retirement at Saint John’s Resort
June 13 @ 6:00 pm – 8:30 pm
Details
- Date:
- August 17
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Weber’s Restaurant
August 8 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Weber’s Restaurant
August 10 @ 6:30 pm – 8:30 pm
Taxes in Retirement at White Horse Inn
August 15 @ 6:30 pm – 8:30 pm
Details
- Date:
- August 17
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Weber’s Restaurant
August 8 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Weber’s Restaurant
August 10 @ 6:30 pm – 8:30 pm
Taxes in Retirement at White Horse Inn
August 15 @ 6:30 pm – 8:30 pm
Details
- Date:
- November 9
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Weber’s Restaurant
November 2 @ 6:30 pm – 8:30 pm
Taxes in Retirement at White Horse Inn
November 7 @ 6:30 pm – 8:30 pm
Details
- Date:
- November 9
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Weber’s Restaurant
November 2 @ 6:30 pm – 8:30 pm
Taxes in Retirement at White Horse Inn
November 7 @ 6:30 pm – 8:30 pm
Details
- Date:
- November 9
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at White Horse Inn
January 2, 2024 @ 6:30 pm – 8:30 pm
Details
- Date:
- November 9
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High StMetamora,
48455
+ Google Map
Related Events
Taxes in Retirement at White Horse Inn
January 2, 2024 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 18
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High St
Metamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 18
- Time:
- 6:30 pm – 8:30 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- White Horse Inn
-
1 E High St
Metamora,
48455
+ Google Map
Related Events
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 10
- Time:
- 11:30 am – 1:00 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- Financial Services of America
-
50 W Big Beaver, Ste 500
Troy,
MI
48084
United States
+ Google Map - Phone:
- (800) 977-9292
- View Venue Website
Related Events
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 10
- Time:
- 11:30 am – 1:00 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- Financial Services of America
-
50 W Big Beaver, Ste 500
Troy,
MI
48084
United States
+ Google Map - Phone:
- (800) 977-9292
- View Venue Website
Related Events
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 10
- Time:
- 11:30 am – 1:00 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- Financial Services of America
-
50 W Big Beaver, Ste 500
Troy,
MI
48084
United States
+ Google Map - Phone:
- (800) 977-9292
- View Venue Website
Related Events
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
Details
- Date:
- April 10
- Time:
- 11:30 am – 1:00 pm
- Event Category:
- Seminar
Organizer
Other
- Who Should Attend
- Pre-Retirees and Retirees
- Type of event
- Retirement Dinner Seminar
Venue
- Financial Services of America
-
50 W Big Beaver, Ste 500
Troy,
MI
48084
United States
+ Google Map - Phone:
- (800) 977-9292
- View Venue Website
Related Events
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 2 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Louis’ Chop House – Chesterfield, MI
April 4 @ 6:30 pm – 8:30 pm
-
Taxes in Retirement at Flemings – Livonia, MI
April 8 @ 6:30 pm – 8:30 pm
