An Exclusive Luncheon Event

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Briarwood Country Club
20800 N 135th Ave - Sun City West, AZ 85375


You and a guest are cordially invited to attend a workshop luncheon event for area residents who are retired or nearing retirement. This is an educational event designed to help you understand the unique opportunities that are available in today’s economic and political landscape… so come learn and enjoy a complimentary lunch on us!

As a country, we are facing many difficult challenges: historic national debt levels, high inflation, high interest rates, increased market volatility, and so much more! The question many Americans are asking: How does this affect my retirement, and what can I do about it? Independent Financial Group, your local, knowledgeable, and independent financial firm will empower you with actionable knowledge for making sound financial decisions.

  • How you can defer and potentially eliminate capital gains from all types of appreciated assets! (Stocks, Bonds, Real Estate, Collectibles, Business Interests)

  • Tax strategies that will once again allow you to deduct charitable contributions

  • How to pass your IRA to your kids and grandkids with potentially millions more utilizing stretch techniques that the IRS thought they eliminated

  • How the rise in interest rates can benefit your stock and bond portfolio, while potentially safeguarding your investments from market risk

  • How you can benefit from market volatility in your IRA and retirement accounts

  • If you own annuities, learn how to take advantage of “refinancing” them to lock in higher rates and guarantees for your lifetime

  • Potential strategies to cover long term care costs without expensive annual premiums

Registration

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