Planning for retirement can be overwhelming, but it doesn’t have to be. Join us on July 19th for our comprehensive Retirement 101 Workshop. Our experts will guide you through the essentials of retirement and legacy planning, helping you create a secure financial future.
Event Details:
- Date: July 17th
- Time: 6pm – 8pm
- Location: Rose Retirement, 305 W Loop 281 Ste 101, Longview, TX 75605
In this workshop, you’ll learn how to turn your retirement dreams into reality. Our topics include:
- Understanding the effects of taxes on retirement and how to minimize their impact
- Strategies for optimizing social security benefits for couples
- Protecting your retirement savings from inflation
- Benefits of Roth conversions and how they can work for you
PLUS, enjoy a special Q&A session with John Merkel, CEO of Rose Retirement Financial Services and a Certified Counsel of Financial Educators Instructor. Whether you’re nearing retirement or just starting out on your financial journey, this workshop will provide valuable insights and strategies to help you secure your financial future.
Who should attend?
- Individuals nearing or at retirement age looking to learn about their social security, retirement plans, and the effect of taxes on their income.
Cost:
- It is FREE to attend our classes, as well as to consult with an advisor. There is nothing to purchase, however, we do give away swag gifts to promote our business.
Can I bring a guest?
- ABSOLUTELY! And tell your friends too…you just HAVE to register. Our space is limited and we like to keep classes small so we can provide personal attention to each attendee and address any questions or concerns that may be specific to your needs.
Mark your calendars and invite your friends and family! This is an event you don’t want to miss!
RSVP Today: Click here to RSVP