Phone

(855) 786-9584

Wealth & Advisory Associates


Changing World of Retirement Planning | September 6th and 13th, 2018, 6:30 PM, Delaware Valley University, Doylestown, PA

Learn how to shield your assets from rising taxes and develop strategies to maximize Social Security. Find out if you’ll have enough money to retire, and how to avoid the three pitfalls of retirement distributions. Evaluate if a Roth Conversion is right for you. We’ll help you understand if your portfolio is truly diversified, and will discuss planning techniques for incapacity due to illness or injury. There is no cost for this two night, 6 hour class. Contact us at admin@planwithadvice.com or (855) 786-9584, option 1 for more information.

This presentation is intended for general information purposes only and does not and is not intended to provide specific investment advice or recommendations for any individual.  It is suggested that you consult with your tax, legal and/or financial services professional regarding your individual situation.  The use of diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.  This seminar presents a general overview of certain rules related to Social Security and the ideas presented are not individualized for your particular situation. This information is based on current law which can be changed at any time.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.