Surviving Market Volatility & Optimizing Your Tax Strategy Gain Control of Your Taxes in Retirement
You are cordially invited to join your host, Gregory Lavelle, for a special webinar as we discuss important topics for anyone who wants to reduce unnecessary taxes in retirement! Join the 100,000+ baby boomers across the nation that our presentations have assisted in navigating the retirement income and tax maze. You won't want to miss this event!
Tuesday, September 29th at 12:00pm EDT Thursday, October 1st at 6:00pm EDT
Securities offered through Client One Securities, LLC Member FINRA/SIPC. Retirement Advisers and Client One Securities, LLC are not affiliated. Licensed to sell insurance in the following States: MA, RI, CT, and ME. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. 18642 - 2019/3/12 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.