If you are either retired or getting close to retiring, join CFG Wealth Management, LLC at the USCB Hilton Head Campus for a two night course that will teach you fundamental principles of financial planning in retirement.
Learn how to better manage and control your investments; get information
on basic tax reduction strategies; learn strategies to help
increase your monthly income; learn strategies to help you protect
your life’s savings from investment mistakes, and avoid unnecessary
estate taxes.
Learn how to plan for the threat of healthcare catastrophe; how
to reduce taxes on IRA/401k distributions; and how to pass your
life’s savings to your heirs with minimal probate, tax and legal
costs.
Topics Include:
✓ Learn Tax Reduction Strategies
✓ How to wisely build a Retirement Income Plan
✓ Protect Your Life’s Savings from Investment Mistakes
✓ 4 Essential Legal Documents
✓ The NEW 2025 Big Beautiful Bill and how it could have an impact on your retirement accounts
Event Details
� Date: Thursdays, September 25th & October 2nd
� Time: 6:00 PM to 8:00 PM
� Location: USCB Hilton Head Campus
� Call 877-269-0839 to Register!
For more information, visit our website:
https://chancefinancialgroup.com/retirement-events/
Also check out other Workshops in Hilton Head.
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