856.235.8501

Free Seminar

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“Learn How the Secure Act Could Affect Your Retirement Savings

Thursday, March 19th

11:30am Seminar and Lunch

Avalon Links Restaurant

1510 U.S. 9
Cape May Court House, NJ

The Federal Government just enacted a huge tax increase on your retirement savings. The “Secure Act” will raise 15-20 billion dollars, and will be paid by your children when they inherit your IRA, 401K, 403(b), or other retirement funds.

Topics Include:

  • Learn how to minimize this tax burden on your legacy.

  • What strategies are available?

  • When should you use them?

Light food and drink will be served.

Call toll free 856-235-8501 or fill out the form below to make reservations for this free seminar on March 19th.

This informative seminar is free but reservations are required.  Space is limited so call or register using the form below by March 12th.

March 19th Reservation Form: