Surviving Retirement: Learning How to Avoid Costly Financial Mistakes May Be Your Best Investment

Unfortunately, we have reached capacity for this event. If you would like to be added to our waitlist in case of cancelations or to be included on future seminars, please click the link below:

JOIN THE WAITLIST

‍

Join Werner Financial and Applegate & Dillman Elder Law for an informational dinner event at Cooper's Hawk Winery & Restaurant.

‍

Your presenters for the evening will be Jason Werner and Curtis Reeser of Werner Financial. During this event, they will show you how to preserve your capital, maximize your retirement income, minimize your risk and prepare for coming changes.

‍

During the presentation, you will learn:

• How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
• Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
• The New SECURE Act and how you can avoid a big tax hit for you and your new beneficiaries.
• Strategies to manage inflation and cost of living increases.
• Social Security claiming strategies - the difference can be over $100,000 for a single and upwards of $400,000 over a couple's lifetime.
• How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
• How to help preserve capital, diversify your portfolio and reallocate your assets according to your family's unique needs.

‍

Do not miss this event if you have an IRA, 401(k), TSP or other investment accounts and you are retired or planning to retire!

‍

After the presentation, you will enjoy a fabulous, complimentary dinner.

‍

For questions regarding this event, please contact mariapage@applegate-dillman.com.