Complimentary Dinner & Presentation

Ways to help avoid costly financial mistakes and survive during retirement

You are cordially invited to an educational dinner event created for local residents who are retired, nearing retirement, or preparing to retire. This informative and entertaining program is completely complimentary, with no obligation and nothing will be sold. Enjoy a delicious dinner served immediately after the presentation.

Marty Tadman of Tadman Financial will share time-tested strategies to help you preserve your capital, increase income, reduce risk, and lower your tax burden. Discover what the government and many advisors don’t want you to know and leave with practical, actionable information to strengthen your retirement plan, including:

Why every retiree needs a written retirement plan and what’s missing from most plans.

How to align your investments with your goals to help reduce risk and increase confidence.

The danger of relying on the stock market always going up and smarter ways to plan.

How to create predictable income for life without taking unnecessary risks.

Planning for hidden costs: healthcare, taxes, mortgages, and estate needs.

Balancing growth, safety, and liquidity in today’s economy.

Why the popular “4% withdrawal rule” may not work anymore and what to do instead.

What a truly comprehensive retirement plan looks like and how to build one that lasts.

Spouses are welcome and encouraged to attend!

The Club at Spurwing
6800 Spurwing Wy N, Meridian, ID 83646
Thursday, October 18th
6:30 PM

Reservations are required. Seating is limited and fills quickly.
Please complete the RSVP form and specify the number of guests (up to three)

Thank you again for being our valued clients.

RSVP

Let us know you’ll be there using the form below!