Why Didn't My Advisor/CPA Warn Me About That?
Register for this two-part Educational Series in Cornelius and learn how to put Uncle Sam in his place for your tax-advantaged retirement!
Course 1 - March 19th: "How Proper Planning Today Could Potentially Get You to the 0% Tax Bracket in Retirement"
Course 2 - March 26th: "It's Not About Assets, It's About Income Strategies"
March 19th & 26th
Doors open at 6pm
LKN Chamber Conference Room
19900 W. Catawba Ave
Cornelius, NC 28031
Registration Required. Limited Seating.
Free & Open to Public.
Private Educational Event.
No outside advisors.
We'll show you how the importance of transparency and education around risks, fees, and taxes can dramatically effect the income you take in retirement. Learn how to keep more of your hard earned savings for life!
Forget the fancy, free dinner seminars where you know you will be sold something to cover the costs and come learn valuable content you can use without the aggressive sales tactics.
What have you done to create tax-free income in retirement?
What's your plan to manage market risk for your investments?
Potential benefits of this course may include:
- Learning Tax-Deferred Accumulation Benefits
- Managing Investment Risks in Down Markets
- Tax-Efficient Growth, Income & Wealth Transfer
- Planning for a Lower Tax Bracket in Retirement
- Protect your assets with Long-Term Care strategies
REGISTER HERE For Our Educational Series today!
Tel: (704) 450-8352
Jay Neal & Renee Simpson
Tel: (704) 579-0015
Investment Advisory Services offered through AlphaStar Capital Management, LLC., a SEC Registered Investment Adviser. AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level or skill or ability. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Any information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.