COMPLIMENTARY DINNER & RETIREMENT PLANNING SEMINAR
DATE AND TIME:
Monday, September 12, 2022 @ 6:30p CST
Tuesday, September 13, 2022 @ 5:30p CST
Biaggi's Ristorante Italiano320 Collins Road NECedar Rapids, Iowa 52402
To join, please register in advance.
Please click on the button below to register. You may also email Kelli at email@example.com or call (319)242-6444.
*Please bring your spouse, partner, or significant other who could also benefit from this seminar. We look forward to meeting you at Biaggi's!
TOPICS TO BE DISCUSSED:
Retirement Income and Estate Planning
How to Maximize Your Corporate Benefits
How to Optimize Your Investments and Tax Strategies
If you are interested in increasing your income, reducing your taxes, and leaving more to your loved ones and your community, you should join us!
Our company is comprised of a team of specialists, drawing on nearly one hundred years of combined experience. Our areas of expertise range from Corporate Benefits and Retirement Income Planning, to Estate Planning Strategies so that you have the right experts working for you to maximize your potential.
The thought of retirement can be overwhelming. Where do you begin? How much money will you need? More importantly, how will you continue to grow and give in the next phase of your life?
Without a clear vision for the future you want, it's all too easy to procrastinate and become frustrated. We have built our practice with people like you in mind to bring clarity, strategic thinking, and simplicity in the planning process: then, you can stay focused on what is important to you in life and enjoy the experiences along the way.
We will guide you through Actual Case Studies to ensure your learning is enhanced, and your opportunities and future challenges identified.