Loading Events

Forte’s

location

Location:

27 E 4th St
Crossville, TN 38555 United States

Directions

date2

Date:

June 13

time

Time:

6:00 pm

You and up to three adult guests are cordially invited to join us for a complimentary dinner event.
 

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.

 
Seating is limited and our events are well-attended. To make your reservations, please call 931-484-4911 or email sandi@wittfinancialgroup.com today!

Please…. No children, agents or brokers. For ages 50-80. Previous attendees are subject to reservation cancellation based on seating availability for new attendees.
 
Witt Financial Group L.L.C. is a Registered Investment Adviser Firm registered in the State of Tennessee Witt Financial Group L.L.C. reserves the right to withdraw this invitation at any time at its discretion.
Guarantees of insurance and annuity products are subject to the financial strength and claims-paying ability of the issuing insurer.
 
This is an educational program only. There is no cost or obligation, and nothing will be sold.


Register For This Event

Register For This Event