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.