Your Guide to Smarter Estate & Tax Moves

You and a guest are cordially invited to an educational event for area residents who are retired or planning to retire soon.

Well-known local retirement and estate professionals, Jamie Satterfield, Bob Abbate and Matt Roenker will reveal the latest proven techniques and strategies to help you preserve your capital, potentially get more income and reduce your tax burden. Leave with some little-known facts and strategies your financial representative may not know, and valuable information you can act upon immediately.

Topics to include:

• How to give your assets to heirs without having to sell them
• Ways to leave a lasting legacy beyond money and possessions
• Important things to know about handling taxes
• How taxes work on your retirement accounts
• Things to think about to make your retirement income last?
• How to keep your family financially safe if you get seriously ill or disabled

Seating is limited so register today to save your seat!

This complimentary event is limited to first time guests only. Please, no financial advisors.

The financial professionals of Cornerstone Advisor Group, LLC do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and its representatives. Legal advice is offered independently of all entities listed. For advice regarding your individual circumstances, please contact your qualified tax professional.