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 Taxes In Retirement 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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.
Investment advisory services are offered through TRUADVICE, LLC, an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. TRUADVICE, LLC’s unique CRD number is 292482. You can obtain a copy of TRUADVICE, LLC’s firm brochure (Form ADV Part 2A) and client relationship summary free of charge by visiting https://adviserinfo.sec.gov/firm/summary/292482.
TRUADVICE, LLC offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A. Insurance services provided by Zenith Retirement Planning. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract.
This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Robert Martin, Zenith Retirement Planning, and TRUADVICE, LLC do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.
Zenith Retirement Planning is a separate and independent entity from TRUADVICE, LLC. This material includes links to independent, third-party websites that are not affiliated with or controlled by Robert Martin, Zenith Retirement Planning, or TRUADVICE, LLC. When you follow a link to one of these sites, neither Robert Martin, Zenith Retirement Planning, nor TRUADVICE, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.