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Empowering Your Financial Journey with Key Resources

Access helpful information and insights to support your financial journey.

Webinars

Have You Ever Thought About Your Financial Needs In Retirement?

At retirement, your whole financial life essentially collapses down to one
binary question. It is, of course: will your money outlive you, or will you outlive your money?
My mission in life is to help people make the right kind of plan. I would be happy to meet with you anytime whatever your financial concern might be for you and your family. Just call ahead and tell me how you take your coffee 704-846-7767.
• New tax laws effective NOW and how you can benefit
• Is your IRA and IOU to the IRS? How to ensure Uncle Sam is not your primary beneficiary
• The single biggest benefit in the tax code – How to make it work for you!
• Volatile stock markets and your retirement—planning measures you can take
• Income planning—why it’s even more important than assets in retirement

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

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Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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with residents of tile following states: NC, SC, GA & FL