Colorado Springs Dinner Event

RETIREMENT SUCCESS IN 2024 AND BEYOND
The 4 Steps You Can Take in the New Year, that can positively Impact your Portfolio!

In this Seminar we will discuss:
· How to position your portfolio for success regardless of market conditions
· Learn the difference between an Investment Advisor and a Retirement Planner
· Taxes are complicated, how can you make sure you don’t pay more than your fair share
· How to optimize retirement income sources including Social Security and pensions

Call today to RSVP at (866) 407-7975 and give the RSVP code 456218w.