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.

Join well-known estate strategy and retirement income professionals Michael Ives and Max Abbate as they walk you through strategies designed to help preserve capital, reduce risk, maximize income, and protect and grow your assets. You will leave with valuable insights and practical 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.

Michael Ives and Mackenzie R. Abbate are Investment Adviser Representatives and investment advisory services are offered solely by ESI Financial Advisors, 4118 E. Parham Road, Richmond VA 23228, 866-868-1492. Cornerstone Advisor Group is independent of ESI Financial Advisors. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and ESI Financial Advisors. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services. Legal advice is offered independently of all entities listed. Please consult with your independent legal professional concerning your own situation. TC8785327(0226)