There are a variety of options you can use to save for retirement. If you’re already maximizing your qualified plan contributions, there are situations where a life insurance policy can complement your financial portfolio because of its tax advantages. By purchasing life insurance, you’re diversifying your portfolio from a tax perspective and providing the flexibility you need to deal with your specific tax considerations down the road.
Please join Minto & Wilkie along with Nationwide to discover how Life Insurance can Increase Your Income and make sure you can spend your retirement your way! Remember Nationwide is on your side.
Monday Oct 24, 2016
12:00 PM - 1:30 PM PDT
October 24, 2016 12:00 Noon to 1:30 PM
Apex Suites, 1000 4th St, 8th floor, San Rafael, CA 94901
Free admission which includes a free lunch.
Mick Van Staveren (415) 453-0610 ex 235
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Printed courtesy of www.srchamber.com – Contact the San Rafael Chamber of Commerce for more information.
817 Mission Ave., San Rafael, CA 94901 – (415) 454-4163 – frontdesk@srchamber.com