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.