Finances & Taxes Workshop in Troy, MI

First Time Attendees only. If married, spouses are encouraged to attend. Minimum of 500k = investable assets required to attend this event. Attendees must be 55-67 years of age, no children allowed. Agents or brokers will not be admitted.

You and your spouse or guest are cordially invited to a special wine tasting educational event for all residents who are retired or planning to retire soon!

One of our expert advisors from Magellan Financial and Insurance Services, Inc. will be hosting an educational session to discuss several key topics that may impact your retirement.

These topics are crucial for understanding the current landscape and making informed decisions about your retirement. We believe that by staying informed, you can better protect and optimize your financial future.

We look forward to sharing valuable insights with you and helping you navigate the complexities of retirement planning.

SURVIVING RETIREMENT AND ESTATE PLANNING

• RISK TOLERANCE - Discover new financial instruments that minimize the downside of market exposure.
• ASSET PROTECTION - How to protect your family from lawsuits, creditors, divorce, and remarriage.
• TAX TRAPS - What steps can you take now to protect your money from future tax increases.
• SOCIAL SECURITY - Will Social Security be there for me? How can I maximize my benefits?
• SECURE ACT - Could it increase the taxes you are paying now and the taxes you will be paying in retirement?
• TAX-FREE INCOME - How high earners can increase their tax-free income in the future while creating a legacy.
• ESTATE PLANNING - How to plan for expiring tax provisions in 2025?

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Event(s) not sponsored nor endorsed by the venue(s) and its employees.

Host or Publisher Carl Gill