FINANCIAL WORKSHOP

Come learn the “TOP 5 MISTAKES” retirees make and how you can avoid them!
Sun City Anthem MR!! Free Lunch!!

WHEN WAS YOUR LAST FINANCIAL CHECK-UP??
The tax laws have changed….what are the changes and how will they impact you? Have you taken advantage of the DOUBLE estate tax exemption? Where is the market headed and how can you protect your “nest egg”?
Come join us for an informative, educational workshop where we will answer these questions and cover the following topics: GOLD: What you need to know about investing in gold. PROBATE vs. ESTATE TAX: What is the difference and what can you do to prepare. MUTUAL FUNDS & BONDS: The simple facts you need to know to avoid fees & risks. AVOID THE NEXT DOWNTURN: How you can protect your assets without giving up returns TAXES: What steps can I take to avoid taxes on my Social Security? How will the recent tax changes impact me? IRA’s: How to maximize your retirement savings and avoid costly mistakes. ....and other important topics.

Date: Feb. 16, 2011 Location: Card Room

10:30-12:00pm

Please sign-up at the Activity board or call to reserve your spot.

R.S.V.P. 1-800-967-3197

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