Taking Back Control of Your Financial Future Dinner Seminar

Learning how to avoid costly mistakes may be the best investment you can make!

Taking Back Control of Your Financial Future

WHEN: Tuesday, August 13th or Thursday, August 15th

TIME: 6:00 PM

WHERE: Davinci’s Eatery

150 Mill Street, Lewiston, ME 04240

If You’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting and when it comes to your financial future, knowing the right moves can be tricky. You and a guest are cordially invited to an event for retirees and those retiring soon. Whether you’re concerned about recent market losses or preserving what you have – this timely event is designed to entertain and empower you to take control of your financial future.

Topics to be Discussed:
Five Checkpoints of Retirement

  • Income Planning – Learn how to create a sustainable income stream for life that includes Social Security maximization and planning for inflation.
  • Wealth Management – How to help preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.
  • Understanding Taxation – How to help you keep as much of your hard-earned money as possible.
  • Medicare & Long-Term Care Choosing the best Medicare Plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age.
  • Legacy & Estate Planning – How you can attempt to maximize the amount your loved ones inherit and help to ensure your legacy lives on.

While tax and legal issues may be discussed in the general course of financial and investment planning, Gosline Retirement Planning does not provide tax or legal services. Please consult with your tax or legal professional prior to making decisions relative to these issues.

This seminar is not endorsed or approved by the Social Security Office or any other Government Agency.