Pennsylvania – Lowering Your Taxes in Retirement

Surviving, Thriving and Lowering Your Taxes in Retirement

Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management

Presented by Steven Suib, Preservation Wealth Management

Reserve Your Spot: Click Here

Tuesday, July 8th | 6:00 PM – 7:30 PM
Ludwigs Grill & Oyster Bar

You and a guest are cordially invited to attend an exclusive, no-obligation informational dinner event at Ludwig’s Grill & Oyster Bar, hosted by Steve Suib, Founder of Preservation Wealth Management.

This is your opportunity to enjoy a gourmet dinner while gaining valuable insights into today’s rapidly changing retirement landscape. Nothing will be sold, and the evening is strictly educational.

During this engaging presentation, Steve Suib will guide you through key financial topics affecting retirees and those nearing retirement. You’ll walk away with actionable strategies designed to help protect your capital, reduce unnecessary tax burdens, and maximize your retirement income—even in the face of political and economic uncertainty.

In this seminar, we will explore:

• The Presidential Impact on Your Retirement:
Understand how changes under the current administration could affect your retirement savings and income.

• IRA Tax Strategy Secrets:
Discover ways to drastically reduce taxable distributions from your IRA and protect your nest egg from future tax increases.

• The Four Questions You Must Ask Your Advisor:
Learn what every retiree should be asking their advisor to avoid common and costly financial mistakes.

• The Real Cost of America’s National Debt:
Explore how the rising debt and deficit may impact your investments and your legacy.

• Retirement Drawdown Dilemma:
Are traditional draw-down strategies still viable in today’s volatile market? Find out what alternatives may provide more stability.

• Assessing Market Risk Exposure:
Gauge whether your current portfolio aligns with your risk tolerance—and what to do if it doesn’t.

• Investment Fees, Inflation & Longevity Risk:
Understand how these hidden retirement killers could erode your wealth and learn how to safeguard against them.

• Navigating the Retirement RedZone:
Learn why the five years before and after retirement are so critical, and how to ensure your strategy is strong enough to withstand the pressure.

• Combatting the Sequence of Returns Risk:
Find out how the timing of withdrawals can make or break your retirement—and what strategies can protect you.

• Income for Life—Without a Pension:
Didn’t retire with a pension? Discover how to create your own stream of guaranteed income that you control—and can pass on to your loved ones.

Why Attend?
Whether you’re already retired or nearing retirement, this dinner workshop offers essential education that can help you make smarter, more confident financial decisions. This evening is designed for individuals and couples who are serious about protecting their assets and creating a legacy.

Seats are limited and fill quickly—reserve yours today and take the first step toward a more secure financial future.

Your Host:
Steven Suib
Experienced Financial Professional, Preservation Wealth Management
Phone: (610) 768-7789

Brought to you by your local independent financial professional.
No products will be sold, and there is no obligation to attend.