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December 19, 2023

Dinner Seminar – Are YOU Ready For Retirement?

Cooper's Hawk | 6:30 PM

17440 Hall Rd
Clinton Twp, MI 48038

You and a guest are cordially invited to an educational event for area residents who are retired or planning to retire soon. This informative and entertaining program is absolutely free. There is no obligation, and nothing will be sold.

Your presenter for the evening is a respected local Financial Planner, Tim Sullivan.

In this jam-packed event, Tim will help you learn how to potentially protect your estate, avoid probate, preserve your capital, decrease your risk, maximize your income, and ways to help you work toward growing your assets. You will leave with valuable information you can act upon immediately, such as:

  • Secure Act Law: Understand the law for 401(k)s, IRAs,
  • RMDs & Beneficiaries.
  • Stock Market: Why are top Economists and Money
  • Managers protecting their Portfolios?
  • Tax-Free Income: Learn how you could potentially, legally
  • eliminate taking Required Minimum Distributions at age 73.
  • Asset Protection Strategies: Learn how to help
  • protect your income, investments, and family from the
  • consequences of a long-term care event.
  • Social Security: Do you know how to coordinate IRA
  • distributions with Social Security and Pension income?
  • Taxes: Steps you can take now to prepare for potential tax hikes and the expiration of the Trump Tax Cuts in 2025.

Don’t miss this event if you own a home, have assets, an IRA, 401(k) or other investment accounts

Register for this event

8667 Hall Road
Utica, MI 48317

ALL WRITTEN CONTENT ON THIS SITE IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF STRATEGIC WEALTH ADVISORS GROUP, INC AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. ADVISORY SERVICES ARE OFFERED BY STRATEGIC WEALTH ADVISORS GROUP, INC, A REGISTERED INVESTMENT ADVISOR IN THE STATE OF MICHIGAN. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH STRATEGIC WEALTH INSURANCE GROUP, INC, AN AFFILIATED COMPANY. THE PRESENCE OF THIS WEB SITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL ADVISORY SERVICES TO ANY RESIDENTS OF ANY STATE OTHER THAN THE STATE OF MICHIGAN OR WHERE OTHERWISE LEGALLY PERMITTED. STRATEGIC WEALTH ADVISORS GROUP, INC., STRATEGIC WEALTH INSURANCE GROUP, INC., TIM SULLIVAN, INDEPENDENT AGENT, ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY GOVERNMENT AGENCY, AND ARE NOT ENGAGED IN THE PRACTICE OF LAW. CONTENT SHOULD NOT BE VIEWED AS AN OFFER TO BUY OR SELL ANY OF THE SECURITIES MENTIONED OR AS LEGAL OR TAX ADVICE. YOU SHOULD ALWAYS CONSULT AN ATTORNEY OR TAX PROFESSIONAL REGARDING YOUR SPECIFIC LEGAL OR TAX SITUATION. EXCLUSIVE RIGHTS TO THIS MATERIAL BELONGS TO GPS. UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.