Building Wealth in Your 40s
Carmel Clay Public LibraryCarmel Clay Public Library is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.
425 East Main Street, Carmel, IN 46032
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
Impacts of inflation on your retirement plan
How market volatility can become an opportunity
How to make your employer-sponsored retirement plan work for you
How you can maximize IRA's to supplement your QRP
Career changes and 401k's Roth Conversions, cash outs, and lump-sum distributions
Where to draw funds from for home improvements & major purchases
What to do with a 401k from a former employer
How estate plans, wills, and trusts can protect your inheritance or your heirs'
The 40s are a turning point and your peak earning years, it’s important to stay on track with your retirement savings. That’s because there are likely to be fewer pensions and other sources of reliable income; therefore, much of your retirement income will come from your personal savings.
Have you been contributing to your retirement plan since you started working, whether it’s a 401k, an IRA or something similar? If you haven't, there’s still time to catch up with contributions and use the power of compounded interest to increase retirement savings over the long run.
This seminar has been designed for people like you and has already helped nearly 700,000 people who have already planned for retirement or have concerns over whether or not their retirement plan will last.
Join us at the Carmel Clay Public Library covering the importance of Building Wealth in Your 40s on November 29 from 6:00 PM - 7:00 PM or November 30 from 6:00 PM - 7:00 PM.
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
Space is limited, so sign up today!
No Charge to Attend!
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.