LIVE SEMINARS
MEET US IN PERSONLIVE SEMINARS
THE ROAD TO FINANCIAL RECOVERY STARTS HERE!
THE ROAD TO FINANCIAL
RECOVERY STARTS HERE!
You and your spouse/guest are invited to a complimentary and private discussion hosted by local retirement and financial specialist John O’Connor at O’Connor and Associates. At these events, John will discuss important financial issues that may affect you in this time of financial concern. It is always important to make adjustments to your financial plan and get a valuable second opinion.
TOPICS WE COVER AT OUR LIVE SEMINARS
Market volatility
Due to the current market volatility, what should you do to protect your nest egg?
the secure act
How will this legislation impact your retirement savings & legacy planning?
Long-term income
Strategies and planning to create income for life.
Social Security
How to legally reduce income taxes on your Social Security and maximize your benefits.
Improper planning could cost you thousands of dollars.
healthcare costs
How to protect your savings by planning for potential healthcare issues.
your 401(k) and IRA
Are you among those who are making huge tax mistakes on your 401(k) and IRA?
taxes
How to design a plan to put more money in your pocket and less in Uncle Sam’s.