Events
How to Increase your Retirement Income, Preserve your Wealth & Lower your Taxes — February 8, 2012
You and a guest ages 62 and over are cordially invited to a free lunch workshop. At this special event you will learn how to increase your income, lower your taxes, reduce your investment risk and create a legacy for your children and grandchildren. This workshop is designed to help you make informed decisions on how to meet and exceed your retirement goals.
One Day Only!
Wednesday, February 8, 11:15 am
Anthony’s at the Bremerton Waterfront
20 Washington Avenue, Bremerton, WA 98337
(complimentary parking in P-1 lot under the restaurant)
For those who are retired or are retiring in the next 5 years and want to avoid costly mistakes
Discussion Highlights:
◊ Learning how Municipal bonds can create unnecessary tax
◊ Keeping your money safe in today’s turbulent stock market environment
◊ How to deduct the greatest percent of your medical expenses on your tax return
◊ Learning why it may not make sense to wait until you are 70.5 to begin taking RMD’s from your IRA
◊ Learning how a 1% change to your investments can create a $500,000 tax free benefit to help protect your estate from the two biggest risks most people are unaware of
◊ Proven, secure strategies to never outlive your money
◊ Uncover taxes and fees that may be falling through the cracks
◊ Protect your assets from long term care expenses
As you can imagine, the demand for this information will be great. Therefore, reservations are required. To reserve your seating for you and up to four guests, please email us at info@parker-financial.net or call 800.514.5046. (Seating is limited to the first 40 participants). Existing clients are more than welcome to attend as well.
Don't keep us a secret. Please forward this email to your friends and family.
Notice: This event is for investors only. Financial advisors will be charged $1500. Attorneys and CPAs are welcome. Topics discussed are most appropriate for investors with IRAs/Retirement Plans of $250k or more. Spouses urged to attend.
This is not a solicitation for any security. No Individual tax advice is given. Please consult a licensed professional.
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