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Serving Investors Across the U.S.

Phone:

800.563.1708

Seminars

Investing for Max Income And Tax Efficiencies in Retirement

  

  

Learn from veteran wealth managers and retirement income specialists how the proper equity strategy can benefit you in the market correction conditions we have recently experienced, and which experts tell us we will continue to experience as the longest bull market in history runs out of steam.

In this event, you will be introduced to investment strategies that do not include mutual funds, or other managers of managers, that have historically outperformed market dips, corrections, and crashes. We'll also touch on Tax Free income options, and other strategies to make the most of what you have accumulated.

Our professionals will answer questions regarding Social Security, Distribution Sequence and how it can affect your taxes,the advantages of Estate Trusts, and much more.

Complimentary dinner will be served by the world class staff of Mahogany in their new location.

Seating is extremely limited to the first 40 for this event, so we suggest reserving a spot for you and your guest today! RSVP is required.

 

 

 

 

 

When: Thursday, March 21, 2019 - 6:30 pm
Where: Mahogany Prime
4840 E. 61st Street
Tulsa, OK 74136
Host: Lifetime Income Store
Phone: 800-563-1708