Increase, Protect, and Dominate Your Money & Your Legacy
About this Event
Increase, Protect, and Dominate Your Money & Your Legacy™
Topgolf Charlotte Southwest
📅 Saturday, July 11
🕚 11:00 AM
📍 Topgolf Charlotte Southwest
8024 Savoy Corporate Dr, Charlotte, NC 28273
Complimentary Brunch Provided by Atlanta Life Insurance Company
Are you concerned about rising taxes, market volatility, retirement income, healthcare costs, or leaving a legacy for your family?
Join nationally recognized financial educator, author, radio host, and retirement strategist Tony Jackson, The Real Money Coach, along with special guests Sherika Ralliford of Desert Rose Capital Management and Attorney Shannon Wright, for an engaging and informative financial seminar designed to help you take control of your financial future.
In this powerful presentation, you’ll discover strategies designed to help you:
✅ Reduce or eliminate unnecessary retirement taxes
✅ Protect your retirement savings from market downturns
✅ Create tax-free retirement income opportunities
✅ Avoid costly Social Security and Medicare mistakes
✅ Understand Roth conversion strategies and tax mitigation techniques
✅ Protect your family through proper estate and legacy planning
✅ Address long-term care concerns without jeopardizing your retirement assets
Who Should Attend?
This event is ideal for:
• Pre-retirees and retirees
• Business owners and professionals
• Individuals with retirement accounts, pensions, IRAs, or 401(k)s
• Anyone who wants to keep more of what they earn and leave more to those they love
Why Attend?
The financial landscape is changing rapidly. Taxes are projected to increase, healthcare costs continue to rise, and many families are unsure whether their retirement plans can withstand future challenges.
This seminar will provide practical, easy-to-understand strategies that can help you make more informed financial decisions and potentially improve your long-term financial outcomes.
Seating is Limited
Reserve your seat today and bring a guest.
We look forward to helping you Increase, Protect, and Dominate Your Money & Your Legacy™.
Agenda
🕑: 11:00 AM - 01:00 PM
Financial Seminar Including Lunch
🕑: 01:00 PM - 03:00 PM
Free Golf, Networking & Book Signing
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
