SW Financial Strategies Course
January 23, 2018
6:00p - 7:30p US Mountain Standard Time
Romano's Macaroni GrillRomano's Macaroni Grill
2100 Louisiana Blvd NEAlbuquerque, NM 87110
Presenter:Lynn B. Thurgood, CLU, CAS
Some topics we will discuss are:
-IRA's/401(k)s - Strategies to best preserve, distribute and stretch your IRA, 401(k), etc.
-How to avoid the effects of another market downturn
-How to create consistent income for life for you and your spouse
-Transforming Social Security into a winning retirement strategy
-Safe alternatives to increase yields in today's low-rate environment
-How to determine what hidden fees you are really paying your adviser
-Are annuities right for you and your plan? A quick lesson
-Inheritance & Estate Planning - Techniques that can help reduce future taxes and potentially allow you to transfer more wealth to heirs.