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Dinner Event

location

Location:

27 E. 4th Street
Crossville, TN 38555 United States

Directions

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Date:

July 23

time

Time:

6:00 pm

TODAY’S RETIREMENT CHALLENGES: 
 
Where Do the Markets & The Economy Go From Here? 
 
These informational and entertaining events are by invitation only.  We are expecting a capacity audience and seating is limited, so please guarantee your reservations by calling 931-484-4911, or emailing sandi@wittfinancialgroup.com
 

Topics to be discussed:

  • Protect your principal against market volatility.
  • How to position your assets to help minimize taxes, fees and losses, and maximize income.
  • Shifting from accumulation to income and preservation of assets.
  • How do you create a stable, predictable income for life?
  • What should I do with my IRA, 401k, 403b or lump sum pension distributions?
  • Can I avoid financial challenges unexpected health care costs may create?
  • Wills and trusts – updating these and other important legal documents.
  • What you need to know about when to take Social Security and how your benefits are taxed.

Register For This Event

Register For This Event