Please arrive by 11:00 a.m. for check-in. This event is for first time attendees only. This timely event is a must-see, and seating is limited for the comfort of our guests.
Your host, John Pennachio, will utilize his vast knowledge of financial planning to help you learn new strategies designed to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets.
JOIN US FOR A FREE AND INFORMATIVE DISCUSSION AS WE ANSWER THESE AND OTHER QUESTIONS:
• Long Term Care: It is expensive, and some Insurance Companies have stopped offering coverage. See what others have done to help prepare for the cost.
• Unnecessary Risk: Are you taking too much risk? Are you constantly worrying about another market correction? Learn about stress free solutions that others are using.
• Costly Fees: Have you ever measured the REAL cost of the fees that you are paying? Find out what is not being explained!
• The Cares ACT 2020: Learn about three changes within the CARES Act that could affect you or your heirs.
• Longevity: Facts about Longevity Risk and “Running Out of Money”. Learn about better ways to secure a financial future.
• Tax Changes: New Tax Brackets. A Surviving Spouse could be faced with a bad financial surprise. This is something that most do not plan for or talk about. I will explain.
• Annuities: There are good ones and bad ones. I will explain in simple terms, the difference.
