TAX STRATEGIES FOR TODAY’S “NEW ECONOMY”
February 26, 2020
DON’T MISS THIS SPECIAL DINNER EVENT:
You and a guest are cordially invited to join the local retirement specialist Eric Heckman, CFP® of Heckman Financial & Insurance Services Inc, for a complimentary Meet The Author Event at Fiorillo’s Restaurant in Santa Clara.
PLAN FOR YOUR RETIREMENT, NOT UNCLE SAM’S.
DISCUSSION HIGHLIGHTS INCLUDE:
• Find out everything you need to know about the biggest tax reform Americans have seen in 30 years!
• How to create a TAX-FREE income in retirement from your current 401(k)/403(b)/IRA.
• Why IRAs can be a retirement planning disaster if not handled properly.
• Growing your retirement assets using market-type growth, with PROTECTION when the market drops.
• How to identify (and eliminate) the conflicts in your qualified account.
• Learn how diversification of your portfolio is essential when it comes to taxes.
• The “Do’s and Don’ts” of Roth Conversions, and why they’re important to understand.
These special events are well-attended, and seating is limited for the comfort of our guests. RSVP required no later than February 20th.
Attendees are eligible to receive a
FREE copy of the industry-changing book,
The No-Compromise Retirement Plan,
and a complimentary tax analysis for your
current savings strategy!
Register For This Event
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