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Learning how to avoid unnecessary mistakes


701 S Main St
Georgetown, TX 78626 United States



February 13


6:30 pm - 7:30 pm

Learning how to avoid unnecessary mistakes might be the best investment you can make.

You are cordially invited to an informational dinner event for area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner after the presentation. Local retirement specialist, Kevin Wade will reveal techniques and strategies to help you preserve your wealth, get more income, decrease your risk and potentially reduce your tax liabilities.

You will leave with valuable information you can act upon immediately, such as:

  • How can you avoid running out of income during retirement?
  • What is the biggest mistake you can make when doing an IRA rollover at retirement?
  • Learn how the recent SECURE Act legislation could affect your retirement plan.
  • How you can increase your interest earning – while helping to protect your assets from risk.
  • How important is distribution planning and how can it reduce your risk and let you keep more of your money?

Register For This Event