InvestSafe Financial is hosting an

educational dinner seminar!

Join us, as we discuss tax-free and tax-deferred retirement income options.

The information we have could be the key to your financial future.

Wednesday
February 15th
at 6:15PM

At this live event, we’ll discuss questions such as:

Tax Deferral Strategies

Tax-free income: Is it possible?
How might tax-deferred income fit into your retirement?
Tax-deferred vs tax-free income: What’s the difference?
Are there income strategies you might not be aware of?

Legacy Benefits

Will your heirs lose out to taxes?
Leaving a legacy: What’s your strategy?
Can you reduce taxes on your beneficiaries as well?
Is there a way to avoid probate court?

Taxes in the Future

Do you think taxes could go up in the future?
If so, how could this impact you?
What can you do about it?
Uncertain times: Could we see changes in tax law?

Potential Alternative Savings Options

What should you do if you max out your qualified retirement accounts?
Are there “safe money” options in retirement?
How can you ensure you don’t run out of money?
Retirement savings: Do you know all your options?

“Tax-Free (and tax-deferred) Retirement Income Options” Seminar

3665 Ulmerton Rd, Clearwater, FL 33762

This event will be hosted on Wednesday, February 15th at 6:15PM at Bascom’s Chop House. There is no cost to attend. However, you must register beforehand in order to join.

We Look Forward To Seeing You There!

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Steve William Holland FL Ins Lic# P234964/InvestSafe Financial Ins Lic# L077526, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.