This month’s meeting will discuss the steps that individuals can do to increase their retirement cash flow and decrease their taxes. This time tested strategy works, in a bear market or when inflation or higher tax rates eat up your life’s savings.
Speaker, Phil Singleton, Financial Representative:
I am committed to creating a first class financial services experience with our firm to address the estate planning goals of individuals, families and businesses. We have team of Financial Representatives and Specialists known for their integrity and professionalism. The firm has grown and evolved, but still exemplifies the same values the founder revered more than five decades ago. Specialties: Business Continuation Planning, Executive Benefits, Premium Financing Insurance, Qualified and Non-Qualified Retirement Planning,401(k),412(e)(3),IRA, Roth IRA, Buy/ Sell Agreements, Key Person Insurance, Disability Buy/Out, Mutual Funds.
Program will begin promptly at 7:30am and end at 8:30am. Registration at 7:15. A light breakfast will be provided.