You and your spouse or significant other,
are invited to join us for

An Exclusive Dinner Event: Tax Strategies for Protecting Retirement Income

Wednesday, May 25th at 6:00PM
Meet Us At Joe’s in Slidell:
300 Oak Harbor Blvd.
Please arrive by 5:45 PM

In these challenging times, the Federal government has spent trillions of dollars more than in previous years. If taxes go up, do you have a plan? Join us for this exclusive informational seminar.

This CLIENT EDUCATION EVENT, presented by Messina’s Wealth Management, will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.

 Enjoy a delicious meal as you discover:

The Tax Impact

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

We will also discuss:

Retirement
Benefits:Tax-Free

  • Protecting your money in uncertain times
  • Payouts to beneficiaries without tax liability
  • No probate – how this impacts legacy planning
  • Flexible retirement strategies

Learn:

Strategies for Non-Taxable Retirement Income 

  • Potential insurance options for tax-free income 
  • Tax rules for various retirement savings methods
  • Using Long Term Care in your strategy
  • Legacy protection

And Discover:

Is Tax-Free Retirement Possible?

  • Could higher tax impact your retirement? 
  • Possible methods for maximizing your retirement income
  • Potential tax-free options for your money
  • The long term impact of low or no taxes on your retirement income

“You Earn It. We Protect It.”  We believe in Keeping Your Money Safe, Simplifying Your Plan and A Reasonable Rate of Return

Messina’s Wealth Management, LLC MS Lic #1503388

Messina’s Wealth Management, LLC
LA Lic #717402

Dominick Messina
LA Ins Lic# 222159 

Dominick Messina
MS Lic #7176300

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