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January 2020

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

January 21 @ 2:00 pm - 3:00 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 Tuesday January 21st 2:00 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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Essential Retirement Principles

January 23 @ 6:00 pm - 7:30 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 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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Essential Retirement Principles

January 28 @ 6:00 pm - 7:30 pm UTC+0
Juban’s 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…

Find out more »

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
+ Google Map

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…

Find out more »

February 2020

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

February 18 @ 2:00 pm - 3:00 pm UTC+0
Bluebonnet Regional Branch Library, 9200 Bluebonnet Blvd.
Baton Rouge, LA 70810 United States
+ Google Map

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 Tuesday February 18th 2:00 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…

Find out more »

Essential Retirement Principles

February 18 @ 6:00 pm - 7:30 pm UTC+0
Juabn’s Restaurant, 3739 Perkins Rd.
Baton Rouge, LA 70808 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…

Find out more »

March 2020

SOCIAL SECURITY WORKSHOP

March 12 @ 6:00 pm - 7:00 pm UTC+0
East Baton Rouge Library Fairwood Branch, 12910 Old Hammond Hwy
Baton Rouge, LA 70816 United States
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FIND OUT HOW CLAIMING YOUR SOCIAL SECURITY BENEFITS AT THE RIGHT TIME COULD MEAN AN EXTRA $100,000 OVER YOUR LIFETIME! New laws and proposed changes to Social Security for 2020 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you’ll be sure to make the best decisions for your financial future. For example, deciding when to claim your Social Security benefits could mean the difference of over…

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SOCIAL SECURITY WORKSHOP

March 17 @ 6:00 pm - 7:00 pm UTC+0
Bluebonnet Regional Branch Library, 9200 Bluebonnet Blvd.
Baton Rouge, LA 70810 United States
+ Google Map

FIND OUT HOW CLAIMING YOUR SOCIAL SECURITY BENEFITS AT THE RIGHT TIME COULD MEAN AN EXTRA $100,000 OVER YOUR LIFETIME! New laws and proposed changes to Social Security for 2020 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you’ll be sure to make the best decisions for your financial future. For example, deciding when to claim your Social Security benefits could mean the difference of over…

Find out more »

Essential Retirement Principles

March 19 @ 6:00 pm - 7:30 pm UTC+0
Sullivan’s Steakhouse, 5252 Corporate Blvd.
Baton Rouge, LA 70808 United States
+ Google Map

Is Your Financial House In Order? 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 protect your capital, get more income, decrease your…

Find out more »

Essential Retirement Principles

March 24 @ 6:00 pm - 7:30 pm UTC+0
Mansurs on the Boulevard, 5720 Corporate Blvd, Suite A
Baton Rouge, LA 70808 United States
+ Google Map

Is Your Financial House In Order? 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 protect your capital, get more income, decrease your…

Find out more »
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