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Retiring Right – Dinner Workshop


Location:

520 Cowper Street
Palo Alto, CA 94301 United States

Directions

Date:

January 16

Time:

6:30 pm - 8:30 pm

Liberty Group, LLC cordially invites you* to a complimentary workshop and gourmet meal.

Topics of discussion will include:

• Income Planning: Learn what income you can count on (Social Security Maximization, Pensions, Distribution Planning)
• Investment Planning: Learn about appropriate risk management strategies that can enhance your return while mitigating risk
• Tax Planning: Discover tax strategies that, when implemented correctly, can help you minimize what you pay to Uncle Sam

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money while minimizing market risk
and unnecessary fees. This information program addresses the facts… the good, the bad and the small print. You will learn how to
avoid the most common mistakes to help make sound financial decisions.

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