Retirement You Workshop: Shakespeare's Restaurant & Pub

19-Nov-2019   6 PM – 9 PM

Shakespeare's Restaurant & Pub at Olde Stonewall Golf Club , 1495 Mercer Road, Ellwood City, PA 16117

Admission: Nov 19 & 20

You are invited to join Secure Money Advisors for our educational dinner programs and events designed for retirees or those retiring soon.

Brian Quaranta will explain the latest IRA rules and tax savings strategies, along with common costly mistakes that are easily avoided. If you have a traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457, you should attend this informative program.

Topics We Will Cover:

  • How to maximize your Social Security benefits
    • How to increase monthly cash flow
    • How to implement Roth Conversion strategies
    • How to create tax free income
    • How to lower IRA required minimum distributions and taxes
  • (724) 752-4653

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