Thrive in Retirement

The last letter in our SIMPLY Process: Y stands for Yearly Strategy Visit.

Retirement planning isn't "set it and forget it." Life changes. The market changes. Tax laws change. At THRIVE in Retirement, Angela will walk you through why regular strategy visits matter and how they help keep your plan aligned with your goals and ready for whatever comes next.

The event is tomorrow, but there is still time to get your ticket!
Visit: https://www.retiresimplythrive.com/register

100% of all proceeds go directly to Folds of Honor.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

Your future self will thank you. Do the planning now so retirement feels less overwhelming later.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

The sooner you convert to a Roth, the longer those dollars can grow tax-free.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

L stands for Less to the IRS in our SIMPLY Process.

Retirement does not mean that your tax bill goes away, but it does mean that you have new opportunities to be strategic. At THRIVE in Retirement, Scott will walk you through how to be more intentional about what you keep versus what goes to taxes.

Join us this Saturday, February 28th, at The Westin in Las Colinas!
Get your ticket today: https://www.retiresimplythrive.com/register

100% of all proceeds go directly to Folds of Honor.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

For this couple, THRIVE in Retirement helped them learn new things about their current plan and gave them concrete action items to take into their next review.

If you have ever wondered what you might be missing in your retirement plan, join us this Saturday!

Saturday, February 28th | The Westin, Las Colinas
We still have some seats left. Get your ticket today: https://www.retiresimplythrive.com/register

100% of all proceeds go directly to Folds of Honor.

----------
This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

One of the best ways to make sure your assets go where you want is to have beneficiary designations in place and keep them up to date.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.