Thursday, March 14th

Dinner Seminar

Cooper's Hawk Winery & Restaurants | 6:15 PM

3815 E 96th St
Indianapolis, IN 46240

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.

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 

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

Register for this event

Event Registration

Interested in attending this event? 

To register, call or text us at 586-203-2275. Do not wait as spaces are limited and fill quickly.