Special Dinner Seminar for Affluent Retirees in Durham

Retirees will learn how to create an income stream that cannot be outlived, avoid taxation on IRA distributions, and protect their assets from volatility. Those attending dinner will also receive list of the Biggest Mistakes Retirees Make.
By: Consultus Financial, LLC
 
DURHAM, N.C. - May 16, 2015 - PRLog -- Steve Stack, Certified Master Estate Planner, Chartered Financial Consultant, and co-author of The Winning Way, will be the featured speaker at a dinner seminar to be held on May 19th or 21st in Durham, North Carolina. This free event will provide affluent seniors with timely economic information and how it might affect their retirement assets.

Attendees will be treated to dinner at:
Maggiano's Little Italy
8030 Renaissance Parkway, Suite 890
Durham, NC 27713

Dates/Time
Tuesday, May 19th or Thursday, May 21st.

Check-in begins at 5:30 p.m. and the event begins at 6:00 p.m. on both evenings. Those wishing to attend should call 866-663-5960 to register, as seating is limited, or register online (link provided below).

"This seminar is about asset protection and wealth preservation," explained Mr. Stack. "There are brokers and advisors advocating that retirees take on more risk to pursue higher returns. We focus on wealth protection and asset preservation by maximizing income, minimizing taxes, and reducing exposure to economic volatility."

Stack added, "We have been receiving strong interest in our strategy for sheltering IRA distributions from taxation. If you have a large-balance IRA, our presentation will be of special interest to you."

Register Online at:
http://durham.consultusnow.com/seminar

Consultus is a fee-based financial consulting firm specializing in the needs of affluent retirees, farmers, and business owners. The financial consulting firm is headquartered in St. George, Utah. Mr. Stack manages their branch office in Durham, North Carolina.

Contact
Doug Mortensen
***@mutualbenefit.co
End
Source:Consultus Financial, LLC
Email:***@mutualbenefit.co Email Verified
Tags:Financial Planning, Retirement Planning, Asset Protection, Raleigh-Durham, Dinner Seminar
Industry:Family, Financial
Location:Durham - North Carolina - United States
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