Retallick Financial Group Presents:
The 5 Easy Steps to Disarm
The New Retirement Savings Time Bomb
About this Presentation
Retallick 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 control, avoid 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.
Insurance Products Offered Through: Retallick Financial Group, Inc FL Insurance License # L096591 | Donald L Retallick III FL Insurance License # P109239 | Eric Richardson FL Insurance License # W653595
Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota. Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest.
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.”
Eric graduated from Ave Maria University with a BS in Exercise Science and Minor in Business. Eric played professional basketball for three years in Spain and Finland. Licensed for health and life insurance, Eric works with Retallick clients to safely move their money from company to company.