A great financial plan begins with understanding your options--Knowledge provides the foundation for building the best solution for you!
At this event, you will learn how to:
- Preserve and grow your circle of wealth
- Low CD Rates: Low yield CD's (and taxed as earned) often do not outpace inflation. Learn how to get a better guaranteed return without sacrificing safety.
- Protect your assets from the high costs of long term care
- Avoid the effects of low interest rates and poor stock market returns
- Make smarter decisions with your 401k rollover
- Minimize or possibly eliminate tax on social security income
- Help protect your wealth, estate, and your legacy in today's economy
Due to the popularity of these dinner events, reservations are on a first-call basis and seating is limited.
To ensure seating, call us for reservations. There is no cost or obligation, but reservations are required.
THANK YOU! Grand Cru Restaurant
2600 S Providence Rd,
Columbia, MO 65203