This is a fun and informative workshop covering many different topics important to those over age 50. With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your retirement income. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money.
Join your host, Frank Oliver, for a complimentary meal at Pinocchios Incredible Italian while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!
Wednesday, April 11, 2018 5:30 p.m. to 7:00 p.m. Thursday, April 12, 2018 6:30 p.m. to 8:00 p.m.
Pinocchios Incredible Italian
210 Ken Pratt Blvd #260, Longmont, CO 80501
Seating is limited. Sign up below to reserve your seats!
Please join your host Frank Oliver of Oliver Financial Group for this complimentary presentation and dinner. The economy has changed, the world has changed...get insight, new opinions!
Dates & Times: Wednesday, April 11, 2018 from 5:30 p.m. to 7:00 p.m.
Thursday, April 12, 2018 from 6:30 p.m. to 8:00 p.m.
Venue: Pinocchios Incredible Italian located at 210 Ken Pratt Blvd #260, Longmont, CO 80501
Frank Oliver, President
Oliver Asset Management
Frank Oliver is a member of the nation’s most exclusive group of financial advisors—Ed Slott’s Master Elite IRA Advisor Group, making him one of the top professionals with expertise in tax minimization in his field. Frank is a Colorado native and enjoys many outdoor activities with his wife, Brittany. He is very involved in charitable work as a former Board Member of the Twin Peaks Rotary and as an active supporter of Arts Longmont. Frank’s recent appointment to the Longmont United Hospital Foundation Board keeps him busy when he’s not practicing for his private pilots rating. Oliver Financial Group has earned a Gold Star Rating with the Better Business Bureau and is a member of the Longmont Chamber of Commerce.
Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment advisor. Oliver Asset Management and Client One Securities, LLC are not affiliated.
By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.