Rogers Community Room

Rogers Community Room is not a sponsor or affiliated with this seminar in any way.
North Room
21201 Memorial Dr, Rogers, MN 55374

Sign up today!

No Charge to Attend!

Rogers Community Room

Rogers Community Room is not a sponsor or affiliated with this seminar in any way.
North Room
21201 Memorial Dr, Rogers, MN 55374

Sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events. Fortunately, there are sound ways to help stretch your retirement income.

Join us at Rogers Community Room for an informational presentation covering retirement income strategies on Wednesday, February 26 from 11:00 AM-12:30 PM or Wednesday, February 26 from 6:00-7:30 PM.




This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

This presentation focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

This educational presentation focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

Register Now

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor 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 Retirement 567 nor the Financial Advisor presenting this presentation are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors 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.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. SagePoint Financial, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of CA, CO, FL, IN, IA, MN, NJ, NC, OR, TX, & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Sean Endersbe | 4815 Arrowhead Rd Suite 230, Duluth, MN 55811 | (952) 388-6390

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