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January 2020

Essential Retirement Principles

January 28 @ 6:00 pm - 7:30 pm UTC+0
Ruffino’s Italian Restaurant, 18811 Highland Road
Baton Rouge, LA 70809 United States
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You are cordially invited to an educational dinner event for Baton Rouge area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation. Drew Pelton, well-known local retirement specialist will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your taxes. Learn…

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IMPORTANT EDUCATIONAL EVENT PRESENTING HOW THE NEW TAX LAW IMPACTS RETIREES and PRE-RETIREES

January 30 @ 6:00 pm - 7:00 pm UTC+0
Bluebonnet Regional Branch Library, 9200 Bluebonnet Blvd.
Baton Rouge, LA 70810 United States
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YOU ARE INVITED! FIND OUT WHAT YOU NEED TO KNOW TO AVOID THAT DREADED 50% PENALTY JOIN US AT EAST BATON ROUGE PARISH BLUEBONNET REGIONAL BRANCH LIBRARY Dates, Times & Location Thursday January 30th 6:00 p.m. YOUR HOST: DREW PELTON, PRESIDENT & FOUNDER, CFS,ChFC, IAR - DREW PELTON INVESTMENT SERVICES How The New Law Will Impact Your Retirement Accounts Starting In 2020 Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages…

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