Let us help you uncover the “10 Elements of the Financial Planning Pyramid”
• Why every dollar you save in taxes is worth more than every dollar you earn
• Why the color of your retirement money could make the difference in your retirement success
• How to maximize your Social Security income
• How failure to distribute your legacy may leave your grandchildren disinherited
• How to develop a plan for financial success … to and through retirement
Don’t overlook your risk exposure within your asset allocation. Asset allocation is a critical component to your overall financial plan and can have a dramatic impact on your retirement future.
Join us for this complementary event designed to help you uncover the elements of your financial pyramid. Admission is free. Seating is limited. Call our office at 775-674-2222 and RSVP today!