PRINCIPAL WEALTH SERVICES
Principal Preservation Services

The Changing World of Retirement Planning: Part 2 | 10-03-24

The rules for the retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

Join this complimentary course and discover how to:

  • Evaluate the potential impact of the latest tax law changes on your retirement
  • Determine if you should have enough money for retirement
  • Use the three basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Reduce or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly diversified
  • Avoid three basic pitfalls of retirement distribution planning

Date

Oct 03 2024

Time

6:30 pm - 9:30 pm

Location

Veterans Memorial Community Center
8055 Barbara Ave., Inver Grove Heights, MN 55077
Principal Preservation Services
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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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