What we'll cover:
an income you cannot outlive.
• Strategies to dramatically increase your interest earnings –
while safeguarding your investments from risk.
• Learn how to squeeze more out of your Social Security
benefits. (The strategies we’ll show you could mean
thousands of additional dollars over your retirement.)
• Discover strategies to legally reduce or eliminate
unnecessary taxes in retirement.
This program is for pre-retirees and retirees. Recommended attendee age is 50 or older.
This presentation is designed to provide general information on the subjects covered, and we do not offer specific legal or tax advice. Strategy Financial Group is not associated with, or endorsed by, the U.S. government or any governmental agency. Please consult with the Social Security Administration or your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC. General public welcome.
No Agents or Brokers, please!
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Join us for a retirement
planning
workshop!
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All workshops begin right at 6:15 PM with check-in starting at 6:00 PM.
May 17 & 18 | Arrowhead Grill | Glendale
June 21 & 22 | The Keg Steakhouse | Chandler
June 29 & 30 | Fleming's Steakhouse | Chandler
July 12 & 13 | The Keg Steakhouse | Desert Ridge