You and a guest, who are approaching or already in retirement, are invited to attend a powerful retirement workshop! We will clearly present valuable information that may help increase your income, reduce your risk, lower taxes and help put you on the path toward a well-planned retirement!

SMART COUPLES, SMART RETIREMENT^™

THE Retirement Workshop. Based on the time-tested ideas and principles of Smart Couples Finish Rich® by 9-time New York Times bestselling author David Bach!

Attend this workshop and learn:

-How smart couples work as a “Team” on their retirement goals

-The new tax rules and how to “catch up” over age 50

-How to find out NOW if your retirement income will last as long as you need it

-What you are not being told about your IRA account and need to know

-How to prepare for future market corrections before they happen

-What to do with “dormant” retirement accounts from previous employers

-Why, believe it or not, many retirees may actually be wise to take Social Security early

-How to ensure your values are aligned with your money as a couple

DISCOVER 6 STEPS TOWARD A SECURE AND HAPPY RETIREMENT TOGETHER!

Date: Wednesday, April 3^rd at 6 PM OR Thursday, April 4^th at 6 PM

Location: Evergreen Community Center,  4860 San Felipe Rd, San Jose, CA 95135

Each couple will receive a FREE 28-page workbook for attending!

Advanced Registration is REQUIRED by 4/1/2019.

Please RSVP to: Jennine@FinancialKnowledgeInstitute.org or call 866-734-8465