Loading Events

New Wealth Management Strategies for Today’s Turbulent Times

Location:

Koestler Prime
1000 Highland Colony Pkwy #6001
Ridgeland, MS 39157 United States

Directions

Date:

May 8, 2023

Time:

6:30 pm

The well-known local retirement specialists at Dye Resource Management, will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before.

 

This complimentary educational dinner covers the following topics and strategies:

  • Strategies to help you avoid having to take Required Minimum Distributions (RMDs).

  • How to avoid running out of income during retirement.

  • Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.

  • How to create a portfolio that minimizes risks while still generating strong returns.

  • Understand what a new tax law may mean to you.

 

With your safety in mind, this event has limited seating to comply with state-recommended group sizes and social distancing.
Please, first-time attendees only.

 

Register today by calling: (844) 304-4970 (Toll-Free, 24 Hours) or by visiting: www.youRSVP.com and entering: NUDNEL

Register For This Event