2020

Sign up today for this complimentary 3-part webinar series.

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About this webinar:

You've dreamed about retirement... but are you prepared for it?

Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications, and options available to them -- until it’s too late.

For most Americans, retirement is the largest financial undertaking they will ever take on. Although the course the world is charting may feel unpredictable, your retirement plan doesn't have to be.

Join Ed Slott and Stephanie Fullerton as they bring you tips on how to preserve and grow your nest egg, all based off of their DECADES of experience in the financial industry!

Ed is a tax and IRA expert named "The Best" source for IRA advice by The Wall Street Journal. Whether you're nearing retirement or already in it, you will want to hear what he has to say about your retirement accounts!

EVENT DETAILS

Friday, October 9th | 6:00 p.m | Session 1

Saturday, October 10th | 10:00 a.m. | Session 2

Sunday, October 11th | 2:00 p.m | Session 3

Each session will be approximately 20 minutes. Sign up once for access to all three sessions!

Leading Tax and IRA Expert Ed Slott, and his Elite Advisor, Stephanie Fullerton will discuss common questions like:

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What Does an Income Plan Look Like?

Do you know how long your money will last you once you retire? Learn what a clear, written retirement plan looks like, and steps you can take to achieve one.

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Am I Prepared for the Unexpected?

Retirement, although an exciting feat, is a time in your life where you'll most likely be in the poorest health. Does your fixed, retirement income stream account for medical emergencies?

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How are My Retirement Accounts Taxed?

Have you heard of the 2025 Sunset Clause? Don't let the IRS become your beneficiary! Learn various tax strategies to diversify your portfolio to potentially avoid a substantial tax hit.

By attending our webinar, you'll learn how you can receive a complimentary, signed copy of Ed's latest book, "Ed Slott's: Retirement Decisions Guide."

Attending This Exclusive Webinar Will Include:

On Demand Link

Inspired by Ed and Stephanie's content? As a thank you for attending, we'll send you a webinar replay link that you'll have access to for 30 days so you will be able to share it with your friends and family.

Complimentary Literature

Ed Slott's newest book "Ed Slott's: Retirement Decisions Guide" will be available complimentary to our attendees! This book covers important updates from the 2020 changes in Legislation. 

Educational Resources

Our team values your education! By registering for this event, you'll receive access to our digital resource library, where you'll be able to access a multitude of our retirement planning booklets!  

Exclusive Offers

There's value in an objective opinion! If at the conclusion of our webinar, you didn't get all of your questions answered, our team will be available, complimentary to you, to answer them after the event!

Interactivity

Everyone's financial situation is different... which is why we want to tailor this webinar to YOU! If you have any questions you would like us to ask Ed and Stephanie, email info@fullertonfp.com.

Real-time Help

Our webinar events always have real-time moderators to help with any technical issues, or answer any questions you have pertaining to the content! It's important to us that our virtual chat box is always open.

Worried that your financial strategy is

Missing Something?

At Fullerton Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products and services, to help you address your financial needs and concerns.

 

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Fullerton Financial Planning

Corporate Office:

14155 N. 83rd Ave., Suite 144
Peoria, AZ 85381

Phone: (623) 974-0300
Fax: 623.974.0330

Tempe Office:

600 E. Rio Salado Pkwy., Suite 102
Tempe, AZ 85281

Phone: (480) 912-4500
Fax: 623.974.0330

Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment strategies. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any references to protection benefit 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. 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.  Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company and are not FDIC insured.

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The information and opinions contained in 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 needs of an individual's situation.