You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Seasons 52
410 Commons Way
Bridgewater, NJ 08807
Dates and times
Tuesday, August 13th
– OR –
Wednesday, August 14th
6:30 PM
TOPICS
Long-Term Care
Guarding assets and your loved ones from potentially devastating expenses by using Long Term Care.
Retirement Planning
Creating reliable and consistent income strategies in your retirement years.
Tax Strategies
Maximizing the tax efficiency of your portfolio by using tax-advantaged strategies.
Low-Risk Investing
Protection against future drops in the market.
Estate Planning
How to avoid probate and make sure that your health care is protected.
Legacy Planning
Reducing or eliminating Required Minimum Distributions (RMDs) past the age of 72
MaxGuard Wealth and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under MaxGuard Wealth. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
