Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org

Tax-Free Income Planning

— A valuable, informational seminar -- Inquire about limited available FREE ($250 value) seating! —

Informational Only. Nothing will be sold.
Location:


Berlin Community Center
230 Kensington Rd
Berlin, CT 06037
(Click for directions)

SEATING IS LIMITED, SO SIGN UP TODAY!
Be sure to inquire about limited FREE seating at this valuable ($250 value) Seminar!

Attend this seminar and learn about:

  • How you can configure your finances to provide substantial tax-free income before and after retirement.
  • Why you should consider tax-free income at all stages of your life, especially in retirement.

  • Common misconceptions about tax-free retirement income.
  • Learn how to make it so that you won't outlive your tax-free income. It'll never run out!!!
Why you should attend this seminar:

As you know, we're going through turbulent times. It's more important than ever to have a vision for your future and to make a solid plan. One of the most important aspects of that vision is Tax-Free Income Planning.

Forecasts are alarming concerning rising healthcare costs, inflation and tax increases! Retirement Income, and especially tax-free income should be at the center of any retirement plan.

We can make that planning easy for you! We have tools that allow you to plan for the needs of your family and provide yourself with tax-free retirement income that will never run out.

Join us at the Berlin Community Center for this informational seminar covering Tax-Free Income Planning.

Check the Sign-Up Schedule at right for available date(s) and time(s). Important Note:

Be sure to inquire about limited available FREE admission to this valuable ($250 value) Seminar!

We'll see you there!
Be sure to check out all our valuable seminars:
  • Long Term Care Planning
  • Tax-Free Income Planning
  • College Planning: Getting the Best Education at the Best Price
  • Social Security & Medicare: 7 Keys to Enhancing Benefits
  • Trust Trilogy: Optimize Tax Efficiency of Assets
  • Pension & Social Security Maximization Solutions
  • Proactive Planning & the Virtual Family Office Experience
  • Advanced Tax Strategies
(Limited free admission is available for all seminars!)
Click here to learn more.
Please enter your sign-up information here:

My information:


I wish to sign up for the Seminar(s) held on:
(Sign up for as many sessions as you wish to attend. Note: If a checkbox is disabled, either there is no seminar at that date/time, or the session is fully booked. Seminars are held on a first-come, first-served basis.)
Sign-Up Schedule -- Dates and Times available for this seminar.
Wednesday, Oct. 5
Wednesday, Nov. 16
Bringing Spouse or Guest:

  
(*) If you sign up for our mailing list, we will occasionally notify you of upcoming events that we believe might interest you. We might also send you alerts if we believe that there is something important that you should know.

Here's what we will not do:
• We will not spam you.
• We will not sell or divulge your contact information to anyone, under any circumstances.

Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org
This presentation is strictly informational. No investments will be promoted, however, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. The Financial Advisor presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization.