Many people fail to plan for the ups and downs of the stock market and are looking for ways to create dependable income that lasts forever and keeps up with inflation. 

We host workshops like this to help people 55+ in our community have confidence that they'll be able to enjoy the retirement of their dreams. 

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Throughout the presentation, different financial vehicles are generally discussed; however, nothing said should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting.  There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.

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Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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Goldstone Financial Group ("GFG") is an SEC registered investment advisor.  Registration does not imply a certain level of skill or training.   This material is not intended to be an offer of securities advice and no statement contained herein shall constitute tax or legal advice. The tax or legal information contained herein is for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual's situation. Be sure to consult with a qualified tax advisor for tax advice or a qualified attorney for legal advice.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.

At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting.  There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.

The S&P 500 is a stock market index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States.

*https://www.ssa.gov/benefits/retirement/planner/taxes.html