PRINCIPAL WEALTH SERVICES
Principal Preservation Services

Dinner Event – New Wealth Management Strategies for Today’s Turbulent Times | 12-03-24

Join our exclusive educational dinner event tailored for retirees and those nearing retirement in our community. This engaging and informative program is completely COMPLIMENTARY with no sales or obligations. Enjoy a complimentary dinner immediately following the presentation.

Local Wealth Advisor, Mike Kojonen, will reveal the latest techniques and strategies designed to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with ideas you may have never heard before.

This complimentary educational dinner covers the following topics and strategies:

  • Market volatility
  • How do you help protect your retirement from another downturn?
  • Will you outlive your retirement savings?
  • The missing estate plan – Passing on your IRAs, 401ks and other retirement accounts.
  • Are banks the safest place for your money?
  • Social Security Strategies have changed or gone away –what do you need to do?
  • Strategies to help you manage your Required Minimum Distribution (RMDs).

Date

Dec 03 2024

Time

6:30 pm - 9:30 pm

Location

White Eagle Golf Club
316 White Eagle Trail Hudson WI 54016
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Minnesota Office
Wisconsin Office
Hours
Monday
9 AM - 5:30 PM
Tuesday
9 AM - 5:30 PM
Wednesday
9 AM - 5:30 PM
Thursday
9 AM - 5:30 PM
Friday
9 AM - 2 PM
PRINCIPAL WEALTH SERVICES
Better Business Bureau Accredited Business

Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov. Principal Wealth Services, LLC and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Principal Preservation Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Principal Preservation Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Mike Kojonen is a licensed insurance professional in the states of WI and MN. Wisconsin License #16275575. Minnesota License #40407834.

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