(877) 838-8384 — Info@RetallickFinancial.com

"Tax-Free Income Strategies"

Complimentary Webinar:
“Tax-Free Income Strategies”

All registrants will receive an email with instructions on how to attend live. Session will be held on Jan. 27th at 6:00 pm.
You must register to attend.

Complimentary Webinar:

“Tax-Free Income Strategies”

Join Retallick Financial Group as we discuss tax-free income options for retirees and how to leverage them in your retirement plan. In this no-cost, no-obligation webinar, on Wednesday, January 27th at 6pm, we’ll discuss:

Implications of Taxes In Retirement

What happens to your retirement income if taxes go up?
Current tax laws: how they impact your income401(k), IRA, and other retirement accounts
Planning for tax implications

Tactics For a Tax-Free Income

Financial products that may provide tax-free income
Insurance Vs.Investments: how the rules differ
Key factors in choosing a tax-free income strategy
Maximizing your retirement income

Benefits of Tax-Free Retirement Strategies

Protecting your money while it grows
How to provide tax-free income for your beneficiaries
Eliminating the need for probate
How to add flexibility and tax-free liquidity to your portfolio

Why Tax-Free Income Matters

How taxes can change your overall retirement picture
Possible ways to enhance your income
Ways to protect and grow your money, tax-free
Can you retire tax-free?

This session is offered exclusively by Retallick Financial Group.

This session is offered exclusively by Retallick Financial Group. Register now to reserve your spot or call us at (239) 444-5980 to sign up. The event will be held on January 27th at 6 pm. All registrants will receive an email with instructions on how to attend live.

Get informed and learn your options now. Looking forward to “seeing” you there!

Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*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 website create an agent-client relationship.

Donald L Retallick III, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retallick Wealth Management, and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Retallick Wealth Management but are offered and sold independently by Retallick Financial Group, FL Lic. #L096591 and Donald L. Retallick III, FL Insurance License #P109239.

PRIVACY POLICY | ADV2A | CRS