LEARN HOW TO OPTIMIZE
THE 5 PILLARS OF RETIREMENT

Wednesday, October 28th @ 6PM
or
Tuesday, November 3rd @ 6PM

Cooper’s Hawk Winery & Restaurant
2307 E Lincoln Hwy
New Lenox, IL 60451

– DIRECTIONS –

As you navigate your retirement journey, it’s essential to address key factors such as market fluctuations, legacy planning, investment strategies, long-term care, and tax adjustments. You have invested significant effort to build your assets. Now it’s time to refine your retirement plan and maximize your benefits.

We invite you to join us for an insightful workshop designed to enhance your understanding of Taxes, Investments, Income, Healthcare, and Legacy Planning.

No Charge to Attend. Complimentary Dinner Will Be Served.
Seating is limited, so sign up today!

YOU WILL DISCOVER HOW TO:

  • How to reduce or eliminate retirement taxes
  • ​​Financial strategies that could increase your retirement income and last a lifetime
  • ​​How to choose the best healthcare coverage
  • ​Find out if you need a will or a trust
  • ​​How to structure your retirement savings so you never have to worry about running out of money
  • ​​​Common misconceptions about retirement and estate planning
  • ​​​Tools and methods available to retirees to help develop a retirement tax strategy