𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐞𝐥𝐥 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫𝐬 𝐀𝐡𝐞𝐚𝐝
𝘼𝙙𝙪𝙡𝙩𝙨 55+ 𝙤𝙣𝙡𝙮. 𝙉𝙤 𝙘𝙝𝙞𝙡𝙙𝙧𝙚𝙣, 𝙥𝙡𝙚𝙖𝙨𝙚.
You’re invited to a relaxed lunch and conversation about making life easier for the people you love. We’ll share simple, practical steps to protect what you’ve built, reduce avoidable taxes and costs, and make sure your wishes are carried out—without headaches for your family.
𝐖𝐡𝐲 𝐀𝐭𝐭𝐞𝐧𝐝
• Protect your spouse, children, and caregivers with a clear plan
• Keep more of what you’ve earned by lowering taxes now & later
• Help beneficiaries receive assets without delays or forced sales
• Safeguard inheritances from lawsuits, divorce, and creditors
• Understand choices today (risk, investments, retirement moves) that affect your family tomorrow
• See when tools like 529 plans and Roth conversions may support legacy goals—explained in plain English
𝐑𝐒𝐕𝐏 𝐍𝐎𝐖 𝐟𝐨𝐫 𝐅𝐑𝐄𝐄:
https://assetguardnc.com/event/lunch-and-learn-keep-more-in-retirement-at-mimis-cafe/?utm_source=Facebook&utm_medium=Facebook&utm_campaign=AG-ChristmasEvent-20251029
**Disclaimer:** This event is intended solely for those planning to retire or already retired (aged 55+) who have never attended an Asset Guard seminar before. Asset Guard reserves the right to decline your registration if you do not meet our pre-qualification criteria. P.S. Retirement should be a time of freedom, not financial stress. Join us for a meal, and let's make sure your hard-earned savings are ready for the road ahead.
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