Fullerton Financial Planning Presents

Taxing Times: The Fullerton Factor Featuring Ed Slott

Sign up today for this complimentary webinar series. THIS IS THE LAST WEEK THIS SERIES IS AVAILABLE! DON'T MISS OUT! 

May 19th @ 5:00 PM

About this webinar:

Retirement should be some of the best years of your life. The CARES Act, Life Insurance, Tax strategies, AND MORE will be discussed on this 3-part crash course series on how to navigate the Golden Years of your life, global pandemic or not. It's time to sit back, relax, and listen as Ed Slott & Stephanie Fullerton bring you tips on how to preserve and grow your nest egg, all based off of their DECADES of experience in the financial industry!

You'll Learn:

Strategies to help ensure you don't outlive your money

Are your accounts always taxed, sometimes taxed, or never taxed? Learn the difference between tax free vs tax deferred.

Ways to help ensure stock market volatility won't affect your retirement nest egg.

Event Details:

Tuesday, May 19th
5:00 p.m | Session 1 | CARES Act

5:25 p.m | Session 2 | Taxes & IRAs

5:45 p.m | Session 3 | Life Insurance & Annuities

 

Each session will be approximately 20 minutes.

Sign up NOW! This is the last available time slot!

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You'll also hear about:

Sneaky fees that could be lurking in plain sight

How the CARES Act could affect your retirement

Income strategies to protect your earnings, yet still generate growth

If you have one evening to spare, we'll answer your most pressing retirement questions.

  • What am I forgeting when it comes to my retirement strategy?

  • How will recent tax changes affect my retirement?

  • Is my current retirement strategy prepared for the unexpected?

Ready to learn how you can feel more confident about the days ahead?

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Corporate Office:

14155 N. 83rd Ave., Suite 144 | Peoria, AZ 85381
(623) 974-0300 | info@fullertonfp.com

 

Tempe Office:

600 E. Rio Salado Pkwy., Suite 102 | Tempe, AZ 85281
(480) 912-4500

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Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods.  Investing involves risk, including the potential loss of principal.  By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Investment advisory services are offered through Kingdom Financial Group, LLC, an SEC Registered Investment Advisor.  Kingdom Financial Group nor FFP provide tax or legal advice.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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