6 Common Financial Mistakes and How to Avoid Them | 8/31

Learn strategies to help increase income in retirement, while potentially reducing taxation of your hard-earned life savings. This informative event is hosted by advisors who specialize in investments and retirement planning. Andersen Wealth Management is devoted to assisting Maryland and Delaware residents in protecting their assets and helping them ensure that their money lasts.

Topics that will be discussed

-Creating a retirement income strategy that will provide guaranteed income through the use of insurance products
-Misunderstanding the risk associated with market fluctuations
-Leaving assets to your surviving spouse
-Tax preparing and not tax planning
-BONUS: Find out how to tell if your current financial professional is right for your retirement.
Are you focusing on the wrong thing when it comes to your retirement income strategy?
Are you aware of the fees associated with your retirement assets?
Do you know what impact a tax increase could have on your retirement income strategy?

When:

Thursday, August 31, 2017
6:00pm – 7:15pm

Where

Portofino Ristorante Italiano
4 W Dover St
Easton, MD 21601

Register Now to Reserve Your Place



About this workshop

Learn strategies to help increase income in retirement, while potentially reducing taxation of your hard-earned life savings. This informative event is hosted by advisors who specialize in investments and retirement planning. Andersen Wealth Management is devoted to assisting Maryland and Delaware residents in protecting their assets and helping them ensure that their money lasts.

Topics that will be discussed

  • Creating a retirement income strategy that will provide guaranteed income through the use of insurance products
  • Misunderstanding the risk associated with market fluctuations
  • Leaving assets to your surviving spouse
  • Tax preparing and not tax planning
  • BONUS: Find out how to tell if your current financial professional is right for your retirement.
    Are you focusing on the wrong thing when it comes to your retirement income strategy?
    Are you aware of the fees associated with your retirement assets?
    Do you know what impact a tax increase could have on your retirement income strategy?