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Attend this live retirement class for Adult education and Answers
FREE TAKE HOME STUDY KIT
This Class is Held on Local College Campuses as a Two-Hour Evening Event. There is Also a Tuition-Free Version of This Class Held Off Campus at Libraries And Event Centers That Cover The Same Material in a Shorter Format.
This is an adult education class. Tuition free. Limited seating available.
AVOID THE GOVERNMENT’S PLAN FOR MY RETIREMENT
And Discover How To Create My Own Plan Instead
Attend This Tuition-Free Event And Learn How To…
- Avoid the 50% tax penalty on your IRA after age 70.
- Why it’s not how much you have but where you have it that determines your take home pay.
- Discover if your IRA still your IOU to the IRS? Don’t let your RMDs Required Minimum Distributions over tax you.
- Avoid the top 5 financial planning scams including why we teach educational classes NOT dinner seminar sales pitches.
Expert Advice In A Classroom Setting
While some say nothing in life is guaranteed but death and taxes, in our class you will discover issues and problems, answers and results that you will not learn anywhere else and have never been made aware of before. Because today is different, we host our events differently. Instead of wasting your time at a free dinner product sales pitch, you will learn in a classroom setting how to retire successfully from an accredited estate planner. All students receive their own Future Home Study Kit, and upon completing their class, their own 50 page Financial Future Home Owner’s Manual.
We’re Looking Forward To Seeing You In Class
HOW PREPARED AM I TO AVOID COSTLY TAX & RETIREMENT MISTAKES?
This class will answer the top 10 most pressing retirement questions
|1 Maximize your Social Security income by coordinating your claiming strategies with your 401k and IRA income distributions.|
|2 Minimize taxes to maximize income on the smallest amount of assets.|
|3 Minimize the current and future risks to your Financial Future’s Retirement Lifestyle.|
|4 Save and increase your assets while at the same time taking income withdrawals.|
|5 Strategies to pay for long term care without depleting your assets.|
6 Why Wall Street’s myth of “Buy and Hold” could cost you 50% of your portfolio.
|7 When to get in and when to get out of the market in your retirement plan.|
|8 How to create a growth allocation strategy for positive years and a safety strategy for the down years.|
|9 Tactics to legally reduce or eliminate unnecessary taxes in retirement.|
|10 Discover how to keep significantly more R1A, 401K and other retirement plans in your pocket and out of Uncle Sam’s .|
… Another half dozen reasons why My financial future wants Me to take this class today
1 Strategies for providing care for an aging spouse and parent.
2 Maintain control of your assets to eliminate fear and uncertainty with retirement planning.
3 How to determine exactly how much income you will need in retirement and where it will come from.
4 Strategies to increase your income in retirement while at the same time reducing your income taxes.
5 The most overlooked strategy for creating tax free income from your taxable investments.
6 The shocking truth about the fees inside your annuity.
“The Most Exclusive and Important Class We Teach”
This class is extremely popular and in-demand; seating is limited, reservations are required.
Meet Your Instructor
Instructor, Author, Past President of his local bar association Former Judge Charles W. Luedtke earned his Finance Degree from Texas A&M University and his Law Degree from South Texas College of Law. He is fully licensed to practice law by the Supreme Court of Texas and has gone on to earn the Advanced Designation of Accredited Estate Planner®.(AEP®)
The AEP Difference
The Accredited Estate Planned Designation (AEP) is a graduate level accreditation program obtained from the non-profit national association of estate planners and councils (naepc.org). Those holding one of only six licenses are allowed to attempt to obtain the AEP designation.These are J.D. attorney CPA Certified Public Accountants. CLU Chartered Financial Consultants, CTFA Certified Trust and Financial Adviser and the recently allowed addition of CFP Certified Financial Planners. These advanced level accredited estate planning professionals must meet and maintain the following strict requirements of education, experience, knowledge and professional responsibility.
Learn Locally Retire Successfully
Accredited Estate Planner and AEP are Registered Trademark of the National Association of Estate Planner Councils.
972-613-1500 I firstname.lastname@example.org I YourPlanCan.com I 5830 Granite Parkway Suite 100 Plano Texas 75024
Investment Advisory Services offered through Virtue Capital Management, LLC (VCM) A Registered Investment Advisor.
VCM and Your Plan Can are independent of each other.
Not affiliated or approved by the Social Security Administration or any other federal or state agency.
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