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

8 July 2020
- Scott's Seafood
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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.
  • How will the SECURE Act affect your IRA required minimum distributions and income taxes?

  • How will the SECURE Act hurt your beneficiaries and how you can protect them?

  • How do you take advantage of these new laws?

  • With the world today, how can you earn competitive returns without taking excessive risks?

  • Are you prepared for the next -40% stock market crash that happens every 7 years on average?

  • For 20 years, the S&P 500 Index grew by 4.06% on average per year from 2000 to 2019.

  • Are you worried you are "Missing Out" on potential stock market gains?

  • Have you been able to create dependable income that will last for as long as you live?

  • With the stock market hitting all new highs, how much will you lose in the next stock market crash?

  • The importance of having a comprehensive written retirement plan -- everything in writing.

  • Using certain conservative asset strategies can protect your assets against major losses.

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


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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. None of the material in this presentation 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.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. 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.

Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, 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.

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, CA License #0N14103, 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.

Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913

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