Retirement Readiness – How To Preserve & Protect Life Savings

In by Bonnie Zerr

Frederic Schilling, a Certified Financial Fiduciary, will be teaching how to preserve and protect life savings from inflation, taxation and market risk. Frederic specializes in 401k rollovers, stretch IRA planning and tax-free strategies for retirees.

  • Tax Reform: What exactly will it mean for you?
  • Social Security: Know exactly how to maximize this guaranteed benefit.
  • Learn how to turn a taxable IRA into a Tax Free Pension and a tax free inherited account.


Please note that this Lunch & Learn begins at 11:00 am and ends at 12:30 pm.

This event is FREE, but space is limited and reservations are required. Reserve your seat today!

Reserve your seat today!

Insurance and Investment products are not insured by the FDIC or any other federal government agency, a Bank or any affiliate of a Bank; Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Senior Guardians of America and CSA are independent of CSS.

When

Wednesday, October 30, 2019
11:00 am - 12:30 pm

Where

WJCT Studios
100 Festival Park Avenue
Jacksonville, Florida 32202