Strategy Financial Group Presents:

The 5 Easy Steps to Disarm
The New Retirement Savings Time Bomb

About this Presentation

Strategy Financial Group is pleased to welcome Ed Slott, America's IRA Expert, to discuss the 5 easy steps to disarm "The New Retirement Savings Time Bomb". 

Created specifically for members of Ed Slott's IRA Elite Group, this presentation will explain how you can take financial controlavoid unnecessary taxes, and combat the latest threats to your retirement savings. 

Times are very limited, so make sure you click "REGISTER" to reserve your spot.

For informational purposes only. Strategy Financial Group does not provide specific legal or tax advice. Strategy Financial Group is not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Please consult with the Social Security Administration or your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

  • Calvin Goetz

    Calvin is the CEO of Strategy Financial Group. For 20 years, he has dedicated himself to working with retirees and pre-retirees to make plans that will last to and through retirement. Calvin is a member of Ed Slott’s Elite IRA Advisor Group™.

  • Ed Slott

    Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

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