𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐞𝐥𝐥 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫𝐬 𝐀𝐡𝐞𝐚𝐝
𝘼𝙙𝙪𝙡𝙩𝙨 55+ 𝙤𝙣𝙡𝙮. 𝙉𝙤 𝙘𝙝𝙞𝙡𝙙𝙧𝙚𝙣, 𝙥𝙡𝙚𝙖𝙨𝙚.
You’re invited to a delicious dinner 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.
𝘋𝘰𝘰𝘳𝘴 𝘰𝘱𝘦𝘯 𝘢𝘵 5:45 𝘱𝘮 𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘤𝘭𝘰𝘴𝘦 𝘣𝘺 6:30.
𝐖𝐡𝐲 𝐀𝐭𝐭𝐞𝐧𝐝
• Protect your spouse, children, and caregivers with a clear plan
• Keep more of what you’ve earned by lowering taxes now and 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/dine-and-discover-keep-more-in-retirement-at-fratellis-italian-steakhouse/?utm_source=Facebook&utm_medium=Facebook&utm_campaign=AG-MonthlyEvents-20251111
Note: Doors open at 5:45 pm and will close by 6:30. Attendance is limited to adults 55+. Children cannot be accommodated.
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