Surviving Retirement

29 Oct

Description

LEARN HOW TO OPTIMIZE THE 5 PILLARS OF RETIREMENT

Market Downturn, Legacy Planning, Investment Options, Roth Conversions, Tax Changes, and much more. You might wonder what this all means for your retirement. You’ve worked really hard for what you have. Are you ready to upgrade your retirement plan and optimize your benefits?

Join us for a Complimentary Dinner workshop covering Taxes, Investments, Income, Healthcare, and Legacy Planning. Get professional guidance on potentially reducing the taxation of your retirement income, and how to help position yourself for better returns with the current market situation.

Should you have a legacy plan? How can you pass on assets to your loved ones efficiently? Work with a financial professional and qualified attorney to learn ways to help protect your spouse and children’s inheritance from potential creditors, predators, future divorces, taxation, and lawsuits. Sit back, relax and enjoy the information. Our goal is to empower you to take better control of your retirement and help protect yourself by giving you useful tips, tools and strategies. Feel free to ask questions and interact with our presenters.

Learning how to avoid costly mistakes may be your best investment.

Attend this workshop and learn:

Ways to help reduce or potentially eliminate retirement taxes
Financial strategies that could increase your retirement income and last a lifetime
How to potentially choose the best healthcare coverage for your individual situation
Find out why you need a legacy plan
Tools and methods available to retirees to help develop a retirement tax strategy
How to structure your retirement with strategies that help you retire with confidence
Common misconceptions about retirement and legacy planning

This workshop is primarily designed for people with investable assets of $250k or more. If you would like more information on ways to potentially maximize your retirement income and health care benefits while reducing taxes and help protect your legacy, this workshop is for you.

Register now!

RSVP

Date and Time

Thu, Oct 29, 2026

6:30p - 8:00p PST

Location

Chino Hills Community Center - Great Oak Hall A

14250 Peyton Dr

Chino Hills , CA 91709

View on Map

For educational purposes only. NO products will be offered or sold. These events are designed for individuals approaching or already in retirement, ages 55 and above. Our policy is to give preferential seating to qualified first-time attendees. Must be 40 years or older. No Agents / Brokers / Advisors permitted. Securities and Advisory Services offered through IFG Financial Group, Member FINRA/SIPC and Registered Investment Advisor. Integrity Financial & Insurance Services Lic. 0G50078, and IFG Financial Group are not affiliated entities. This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.