Complimentary Lunch Seminar for *AT&T employees

 
SAN ANTONIO - March 21, 2017 - PRLog -- Wednesday, April 19th @ 12PM El Tropicano Hotel 110 Lexington Ave. San Antonio, TX 78205. Complimentary lunch will be served. Call 800-900-5867 to make a reservation for you and a guest!

Topics Include:

 Why you need an estate plan.

 Strategies to plan for incapacity including special health care directives.

 Wills, Trusts and Life Insurance.

 Key tax basics, including an overview of the federal gift tax, estate tax, and gerneration-skipping transfer tax.

Vist us on the web at theretirementgroup.com

New York • Philadelphia • Washington DC • Boston Houston • San Antonio • Dallas • Chicago • St Louis • San Francisco • Los Angeles Corporate Office: 10675 Sorrento Valley Rd #100,San Diego CA 92121

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation and AT&T are unaffiliated companies.*This complimentary service is neither approved nor endorsed by AT&T.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.Past performance is no guarantee of future results. Fees are incurred when assets are under management of advisors affiliated with The Retirement Group. Please note that individual situations can vary.Therefore the information presented here should only be relied upon when coordinated with individual professional advice. Accessing retirement funds through 72(t) programs are complicated and are not appropriate for all investors.
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Email:***@theretirementgroup.com
Tags:Retirement Planning, Complimentary Lunch, Seminar
Industry:Financial
Location:San Antonio - Texas - United States
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