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Dinner Seminar – A Successful Retirement Doesn’t Happen by Chance

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  • President Trump Has Signed The SECURE Act. The Biggest Retirement Legislation Passed In Over A Decade


    Don’t Be Fooled – This Is A $15.7 Billion Tax Increase – How Much Will You Pay?


    LEARN HOW THIS LANDMARK RETIREMENT LEGISLATION WILL AFFECT YOUR INCOME TAXES, YOUR BENEFICIARIES’ INCOME TAXES, AND YOUR PLANS FOR A SECURE RETIREMENT.


    Important topics we’ll discuss:

    1. How will The SECURE Act affect your IRA required minimum distributions and income taxes?
    2. How will The SECURE Act hurt your beneficiaries and how can you protect them?
    3. How do you take advantage of these new laws?
    4. With the world today, how can you earn competitive returns without taking excessive risks?
    5. Are you prepared for the next -40% stock market crash that happens every 7 years on average?
    6. For 20 years, the S&P 500 Index grew by 4.06% on average per year from 2000 through 2019.
    7. Are you worried you are “Missing Out” on potential stock market gains?
    8. Have you been able to create a dependable income that will last for as long as you live?
    9. With the stock market hitting all new highs, how much you will lose in the next stock market crash?
    10. The importance of having a comprehensive written retirement plan – everything in writing.
    11. Using certain conservative asset strategies can protect your assets against major losses.

     

    Don’t face the unknown without getting a 2nd opinion! Due to the popularity of this event, reservations will be taken on a first-call basis and seating is always limited for the comfort of our guests.


    *Seminar for qualified attendees age 55+ with over $500,000 or more of non-real estate assets.

    Seminar for first time attendees only and attendee needs to have a minimum of $500,000 in retirement assets saved, not including real estate. No Agents/Brokers/Advisors Permitted. We reserve the right to refuse entry to any person for any reason. Please no attendees under the age of 55.

    All of the data in this presentation provided is for general education and informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities, investments, investment strategies, or insurance products. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm we are paid an advisory fee and if you purchase an annuity from our firm we are paid commissions from an insurance company. Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. All investments involve risk, can involve the loss of principal, and unless otherwise stated, are not guaranteed. Past performance is not indicative of future results.

    Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents; PFFG Insurance Agency CA License #0N14013, Jim Files CA Insurance License #0F06511 & Dan Ahmad CA Insurance License #0732913.

Date

Jul 08 2020
Expired!

Time

6:00 pm - 7:00 pm

Location

Scott's Seafood
9611 Greenback Ln. Folsom, CA 95360
Category

Organizer

Peak Financial Freedom Group
Phone
(916) 791-7063
Email
info@peakfin.com

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Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

DISCLOSURE:

All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product.  By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. None of the material presented is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there are no guarantees of gains, as past performance is not indicative of future positive investment results. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. If you place assets under management with our firm, we receive advisory fees for assets you place under management and commissions from insurance companies you buy products from. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.

Peak Financial Freedom Group LLC and Fiduciary Solutions LLC do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether link to Peak Financial Freedom Group LLC’s web site or incorporated herein and take no responsibility therefore. All such information is provided solely for the convenience purposes only and all users thereof should be guided accordingly.

2019(1) and 2020(2) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019 and 2020 Five Star Wealth Manager awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA License #0N14103). Peak Financial Freedom Group, LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0732913).

© 2020 Peak Financial Freedom Group