Wednesday, September 10th



Alongside Kristin, my TV show co-host, we are hosting a retirement workshop called "Income is the Outcome LIVE!"

The event will be held on Wednesday, September 10th at the Holiday Inn & Suites at Grand Prairie in Peoria.
It will begin promptly at 6:30pm and will last about 90 minutes.

We are going to share content regarding...
Estate Planning Essentials

• Who needs an estate plan?
• Why have an estate plan?
• The difference between Wills and Trusts
  
  
• Tax-efficient withdrawal strategies
  
  
• Tax-deferred accounts create tax liability.
• Does a Roth conversion make sense?
• How is an inheritance taxed?
  
  
• How to safeguard your portfolio from one of the most dangerous and misunderstood risks in retirement.
  
  
• As you start to take withdrawals from your accounts, this risk will appear.
• Average Rates of Returns vs. Actual Returns
• Your Portfolio: Diversified or Balanced?

I know many people are concerned and are seeking answers regarding a retirement income plan.

Your friends, acquaintances, family, or co-workers might be among them. Encourage them to join you.

There is no charge to attend, but seats are limited.

Please RSVP as soon as possible to reserve your seat(s).

I look forward to seeing you there and introducing Kristin to you!