Retiring With Confidence Seminar & Complimentary Meal in Peoria

ABOUT THIS EVENT:

You are personally invited by Stephanie Fullerton, host of “The Fullerton Financial Hour” television show, to an informative dinner event to discuss his techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Enjoy a complimentary meal served after the presentation.

WHAT YOU WILL LEARN:

• How you may be able to reduce or eliminate some Social Security taxes, IRA taxation, and income taxes.
• Ways to possibly help reduce your risk in a volatile market and protect assets against loss.
• How changes to Social Security filing have ended two commonly used strategies and could impact your future distributions.
• Methods that may increase benefits and provide more lifetime income throughout retirement.
• Savvy strategies using your savings to preserve your current lifestyle without running out of money.
• How the biggest tax law change in the past 30 years may impact you and your spouse.
• Ways to use tax-efficient strategies for your IRA and avoid losing up to 70% of your IRA to federal and state estate taxes and income taxes!
• Learning how to avoid costly mistakes may be the best investment you can make. You've worked. You've planned. You've saved. Now what? Plan well, retire well.

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 a 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.

Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice.

Host or Publisher Fullerton Financial Planning