LIVE SEMINARS

MEET US IN PERSON

LIVE 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.

Long-term income

Strategies and planning to create income for life.

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.