SPECIAL EVENT

SMART TAX RETIREMENT SUMMIT

Join Drake & Associates for our Smart Tax Retirement Summit

featuring

SPECIAL GUEST

Marty Ruby, FSA

Learn how to plan a retirement that benefits YOU, not the IRS!

Seminar topic highlights:

Why taxes may be the biggest retirement risk you haven’t planned for

• How to identify (and eliminate) 3 conflicts in your IRA or 401(k)

• Why today’s market requires specialized planning to meet your retirement goals

• How to calculate the total amount of taxes you may pay on your IRA or 401(k)in retirement

• Whether creating tax – free income from your current qualified account makes sense for you

Wednesday, September 28th 6:30 p.m. (non-clients & guests)

Thursday, September 29th, 11:00 a.m. (clients & guests)

Marriott West Waukesha

W231n1600 Corporate Ct, Waukesha, WI 53186

RESERVE YOUR SEAT BELOW

About Marty Ruby

Martin Ruby, FSA is Founder and Chairman of Stonewood Financial, and one of the country’s leading experts on savings strategies delivering greater wealth, increased financial security, and tax diversification. A noted author and nationally recognized speaker, Martin wrote The New Holistic Retirement, The New Rules of Retirement Saving and The No-Compromise Retirement Plan. Martin lives in Louisville, KY with his wife and family. He holds an M.B.A. and is a Fellow of the Society of Actuaries.

The New Holistic Retirement by Marty Ruby
Free copy available at the Smart Tax Retirement Summit

Concerned about the success of your retirement approach in the post-COVID era? Worried about decisions in Washington impacting your retirement plans? Then The New Holistic Retirement is for you. Learn ways to help protect and position your retirement assets for long-term success no matter what future market and tax conditions may be.

Smart Tax Retirement Summit Reservation

UPCOMING CLASSES

STRATEGIES for the SECURE ACT, RMDs,
SOCIAL SECURITY and COVID-19

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SECURITY INCOME

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TONY DRAKE, CFP®

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Talking about finances is never easy, but it's important to do with your significant other. I joined @CBS58 to share tips for getting on the same financial page as your partner. #educationfirst #RetireHappy

https://www.cbs58.com/news/local-financial-expert-reveals-romantic-deal-breakers-involving-finances

Want to help your kids or grandkids pay for college? In my latest article with @Kiplinger , I shared three ways you can help your loved ones without derailing your retirement. #EducationFirst #RetireHappy

https://www.kiplinger.com/personal-finance/careers/college/605224/3-key-ways-you-can-help-a-child-or-grandchild-pay-for

The youngest millennials are approaching their 30s with a bit of financial anxiety. I joined @CBS58 to share a few money mistakes millennials are making and how to fix them. #EducationFirst #RetireHappy

https://www.cbs58.com/news/financial-tips-for-millennials-struggling-with-their-money