Are You Prepared? 

Register here:

https://fairwaterworkshops.com/seminar/taxes-in-retirement-virtual-seminar-for-locals-in-jacksonville-fl/ 

What Liberty Advisory Group will be discussing….. 

• How this current economy may affect your retirement.
• New rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
• Strategies to help maximize your Social Security.
• Insights on preserving your retirement plan.
• The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.
• Key questions you should ask any financial advisor.

 Who Should Attend?

• Individuals and couples looking for guidance given our current economic crisis.
• Those concerned about our financial markets and future tax liabilities.
• Individuals and couples between the ages of 56 and 73.
• Investors looking for new perspectives or ideas.
• Those that are looking for a comprehensive retirement plan to help reach your goals.

Why Now?

• Global market instability.
• Structuring your retirement plan may require different strategies.
• Recent research indicates a different approach to retirement planning could be beneficial.
• Given the options, you may have, getting the advice of a fiduciary may be valuable.