You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Frankie’s
the Steakhouse
6500 Sugarloaf Parkway, 3rd. Floor
Duluth, GA 30097
Date and time
Tuesday, June 2nd
OR
Thursday, June 4th
6:00pm
TOPICS
Long-Term Care
Cover this costly risk using alternative products without large expenses.
Retirement Planning
Create a distribution plan that is designed to help you make it through retirement.
Tax Strategies
Learn Tax reduction strategies based on the new "Trump Tax" law.
Low-Risk Investing
Low risk financial products that are designed to produce attractive returns.
Estate Planning
How to avoid probate and make sure that your health care is protected.
Social Security
With 567 different ways to elect your benefits, find out which will pay you the highest income for life.
FINANCIAL PLANNING CLASS & DINNER
No products will be sold or offered at this event.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This class is offered to the general public only (non financial professionals). Our knowledge of these specific strategies is our firm’s primary asset.
AJ passionately focuses on providing comprehensive wealth management advice to individuals from various walks of life. He works with high net worth individuals, professionals, families, and business owners all to achieve their financial goals. He has streamlined the process at Jefferson Matthews Wealth Solutions in order to accomplish these goals as seamlessly as possible for the client.
