Complimentary Retirement Workshop
We Actively Strive To Exceed Our
Customers' Expectations
Tailored Cover
Peace of mind
Set for life
Topics to be Discussed
Are you confident that your savings is built to last through a 25+ year retirement?
Is your plan structured to minimize the amount of taxes you pay in your retirement years?
Do you have a plan to help your money keep up with inflation?
Are you prepared to cover rising healthcare costs and potential long-term care needs?
Are you certain that your Social Security income is optimized for yourself and your spouse?
You are cordially invited to a complimentary evening of fine dining and timely insight on the latest financial challenges facing Americans today.
Unlocking the Secrets of America’s Successful investors to Grow & Protect Your Money, Potentially Reduce Taxes, and Create Income.
Are you in retirement or within 5 to 10 years of retirement? This may be for you! The information is best suited for retirees who have already accumulated their wealth and are looking for ways to maximize it.
Course attendees should seek professional advice from a financial or tax professional before applying strategies taught or discussed in the course.
300 +
Partners in the World
165 +
Awards Winmap 2
80K +
Satisfied Clients
100%
Success Rate
Post Address and Mail
Address
Office: 2201 Lucien Way, Suite 400
Email: sjaquez@vertexretirement.com
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
(407)-759-7577