Retirement Planning: Taxes, Estate and Long-Term Care Planning Workshop

Charcuterie, light beverages and dessert will be served.

IMPORTANT TOPICS FOR RETIREMENT TODAY

TAXES

• How to reduce taxes
• Tax-Free Income Strategies
• Is it time for the Roth conversions?

RETIREMENT INCOME PLANNING

• How to earn 9% and up in your retirement accounts
• Best Income ideas for 2025

RETIREMENT DISTRIBUTION PITFALLS

• How to ensure you won’t run out of money in retirement
• How to liquidate retirement assets in the right order
• How to reduce risk without sacrificing growth
• How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

• The impact of dramatic market loss in retirement
• How to shield your assets from stock market volatility
• How to truly diversify your retirement portfolio

ESTATE PLANNING

You need a revocable living trust? A Will may not be enough

• Tax advantages of a trust

LONG TERM CARE

• An important subject often overlooked when it comes to building a confident and bulletproof retirement is Long Term Care
• How to get a “Free” Long term Care coverage using IUL Life insurance
• Using Annuities to find Long Term Care
• Learn the ins and outs of what you need to know about Medicare and long-term care. Medicare does not pay LTC Expenses

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Gulf Financial Group are independent. Any strategies mentioned should are not a recommendation and may not be suitable for everyone. Before acting on information mentioned, consult with a qualified tax or investment advisor to determine if it is suitable for you. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator of future results. This program is designed to provide accurate and authoritative information with regard to subject covered. Insurance products and services are not offered through BCM but through individually licensed and appointed agents. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

Host or Publisher Sam Kirkendohl, AFIS