You and a guest are invited to join us for a Complimentary Dinner Event:
Strategies to Help Protect Your Retirement
SPACE IS LIMITED!
Feb. 6th at 6:00pm
WAITLIST ONLY
Daniel’s Broiler – Eastside
-OR-
Feb. 7th at 6:00pmWAITLIST ONLY
Novilhos Brazilian Steakhouse
12405 SE 38th St, Bellevue, WA 98006
-OR-
Feb. 8th at 6:00pm
Daniel’s Broiler – Hyatt Regency Downtown
808 Howell St, Seattle, WA 98101
In this live event, presented by Arika Larson, she will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.
In this no-cost, no-obligation dinner event, we’ll discuss:
In these challenging times, the Federal government has spent trillions of dollars more than in previous years. What does this mean for taxes, required minimum distributions and your retirement? Join us for this informational live event.
Let’s Discuss:
UNDERSTANDING THE MARKET
- The Secure Act of 2019 & What It Could Mean for You
- Common Problems with Qualified Retirement Plans
- Why Certain Annuities Are Just As Risky As the Market
- 3 Types of Market Trends & How They Could Impact You
- Could Government Spending Impact Your Retirement?
LEARNING ABOUT YOUR ACCOUNTS
- Fees & Charges – how they work & how to know what you’re paying now
- The Importance of Mitigating Losses
- Company Ratings – why they matter
- Pensions, Annuities, & Retirement Accounts
- 401(k)/IRA/403(b) and more
TAX & BENEFICIARY ISSUES
- Tax-deferred and tax-free income options
- Beneficiary tax considerations
- Life insurance, annuities, pensions and retirement accounts
- Tax implications for different retirement options
- Potential tax-free retirement options
LIFETIME INCOME OPTIONS
- Getting reasonable rate of return on your money
- Avoiding market risk with your retirement income
- Creating an income you can’t outlive
- Strategies for secure retirement income – for life
- Securing your wealth no matter what happens in the market
Since you may have previously attended one of our events, we are reaching out again. A lot has happened in the last 2 years that could affect your retirement strategy. Join us and learn some valuable information. There is no cost to attend and no obligation.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We are here to help.
- 425-625-6808
- 9 Lake Bellevue, Ste. 116, Bellevue, WA 98005
- 425-625-6808
- 701 5th Avenue, Seattle, WA 98104
- 408-613-4272
- 2100 Garden Road, Monterey, CA 93940
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.