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Webinar Workshop Series Topics

1.  RISKOLOGY - Studying the elements of Risk in Retirement

2.  Your Retirement GPS - Plan ahead to Insure your Income in Retirement

3.  RetireUp - Desigining a Personalized Retirement Strategy

4.  Taxes In Retirement - Understanding how retirement income is Taxed.

Note:  This series designed to build upon each event in order.
 


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Securities offered through Parkland Securities LLC., Member FINRA/SIPC. Legacy Financial & Insurance Services is independent of Parkland Securities LLC. This event is educational in nature and is not intended to provide specific individual advice, but rather generally educate consumers about products and concepts. Insurance products may be discussed in general. Insurance product guarantees are backed by the claims paying abilities of the issuing insurance company. Life insurance is subject to underwriting and not all applicants will be approved. Annuities are subject to the IRS age 59 1/2 withdrawal rules and income taxation rules. Annuities have limited liquidity and may carry withdrawal penalties and/or surrender fees. Be sure to read the contract and product brochures and discuss with a tax adviser and attorney before making the decision to purchase.
 

 

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Check the background of this financial professional on FINRA's BrokerCheck