THE 401(K) EXIST STRATERGY

Fear of Missing a Financial Mistake

Your retirement account could be doing exactly what you were taught... and still fail you.

Most people save for retirement. Few are taught how to distribute money efficiently.

What if one decision today impacts:

✓ Taxes

✓ Medicare premiums

✓ Social Security taxation

✓ Income for life

✓ Legacy planning

This conversation could save years of costly mistakes. Seats are limited. LUNCH included.

Minimum Requirements:

• U.S Citizen
• $150k AGI/yr income
• $500k net worth

Why should you be in the seat for this event?

Because your financial future deserves more than guesswork. One conversation, one strategy, or one overlooked opportunity could change the way you retire, protect your family, reduce taxes, or build long-term wealth.

Don't wait until retirement to discover what you wish you knew earlier.

Seats are limited. LUNCH included.

Polly Outhay, CFEI | CFF | CRES

Certified Premium Finance representative

[email protected] | 704-609-1313 call/text if you have questions before registration,

Know what’s Happening Next — before everyone else does.

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Host or Publisher Ali-Polly & Associates, brokerage by FFS