Managing Your Money in the New Economy
Are you financially prepared for the challenges ahead, regardless of the market conditions?

-The new "Tax Reform" bill; what impact will it have on you and your family?
-3 current events that are most likely to stun or even "knock-out" your IRA, 401(k) and your portfolio in 2018, unless you know what actions to take.
-Why is your IRA a "ticking tax time bomb" and what can you do to avert it?
-When is a Roth conversion the right move and how to rollover your IRA and 401(k) correctly to avoid IRS penalties and minimize or eliminate taxes?
-What is your Retirement "Risk Score" and how should this impact you financial decisions during retirement?
-The Social Security decisions you make now can modify your lifetime income by as much as $250,000. Find out how to maximize your income.
-The truth about estate planning, wills and trusts. What's best for you?

Upcoming Workshops
​Tuesday, January 16th 6:30 PM
Thursday, January 23rd 11:30 AM


Longhorn Steakhouse
800 Lawrenceville Suwanee Road
Lawrenceville, GA 30043



Tuesday, January 18th 6:30 PM


The 1818 Club
6500 Sugarloaf Parkway
Duluth, GA 30097




Guarantee your reservation TODAY by calling:
(844) 308-2877 Reservation Code: #PEXLAR Toll Free, 24 hours





All workshops start promptly at 6:30pm or 11:30am-It is best to arrive at 6pm or 11am for best seating








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