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Proven Retirement Solutions for Today, Tomorrow and the Years Ahead!

October 22, 2019 @ 6:00 pm - 7:30 pm UTC+0

Learning how to avoid costly mistakes may be the best investment you can make!

You are cordially invited to an informational dinner event for Baton Rouge area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, after the presentation.

Drew Pelton, CFS, ChFC, IAR , will reveal the latest techniques and strategies to potentially help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Our goal is to have you leave with valuable information you can act upon immediately.

Topics that are commonly discussed include:

1. Roller Coaster” Market Allocation Strategies: Learn what pre-retirees, retirees and seniors are effectively doing this year to reach their financial objectives in the stock market. See if your investments are balanced best for you.

2. Louisiana, Baton Rouge and Federal Government Retirement Plan Strategies: Discover enhanced alternatives to your LASERS Plan, Deferred Comp 457(b) Plan, Drop Plan, TIAA Plan and or any other qualified retirement plan.

3. Variable Annuity Alert / Annuity Myths and Facts: Get the real facts and clarity on the annuity you invested in, whether recently or some time ago, OR, one you are considering. Also, learn how you can get out of an annuity, not best or suitable for you, without a cost to you. Find out the pitfalls of these type annuities. Learn how to correct the problems.

4. Required Minimum Distribution (RMD) Rules: Understand the government distribution guidelines regarding your retirement accounts that you must follow to avoid significant penalties.

5. Non-Taxable Retirement Plan Transfers: Learn the necessary basics on how to transfer retirement monies without paying any tax.

6. Long Term Care Insurance Alternatives: Learn alternative proven strategies available to cover the significant cost of in-home care or nursing home care.

7. Inherited Money” Investment Strategies: Find out how others have invested inherited money to meet their goals and objectives.

 

There is no cost or obligation, but reservations are required to attend. Seating is limited and fills quickly.

We recommend you RSVP at your earliest. Call 24/7 at (833) 470-0528 Or register online at www.yoursvp.org/NUBHAB

Details

Date:
October 22, 2019
Time:
6:00 pm - 7:30 pm UTC+0

Organizer

Drew Pelton Investment Services
Phone:
225-831-1394
Email:
Danielle@drewpelton.com
Website:
http://www.drewpelton.com

Venue

Sullivan’s Steakhouse
5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
+ Google Map
Phone:
225-925-1161
Website:
https://sullivanssteakhouse.com/baton-rouge/

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