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Retirement Workshop and Dinner – 08/09/2022
August 9 @ 6:00 pm - 9:00 pm
Please join your hosts Greg Elie, Dan Crider, and Tammy Crider for a presentation and dinner especially designed for retirees or those retiring soon. He will explain the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided – if you know what you’re looking for.
Your Presenters
Greg Elie
Founder & CEO
Dan Crider
Financial Professional
Tammy Crider
Financial Professional
We Will Be Discussing:
- Why taxes may be the biggest retirement risk you haven’t planned for.
- How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
- Learn to protect your assets from getting eaten up by long-term care and healthcare costs.
- How America’s debt and deficit may potentially impact your retirement, and how to protect your retirement with inflation-friendly “pension-like income”.
- How to safeguard your portfolio from a pending market correction.
- Learn to take advantage now of a 2-6 year tax window.
- Global uncertainty, rampant inflation and skyrocketing energy prices are waging war on the markets and your investments – learn 2 critical actions you must take to shield yourself from this financial tsunami.
Tuesday, August 9th
6:00 p.m.
313 Cafe
807 Bypass 123, Suite 16
Seneca, SC 29678
With your safety in mind, this event has limited seating to comply with state recommended group sizes and social distancing.
Call 800.440.0434 to reserve your spot today!