Special Report

GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)?

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Seminar

Income Tax Reduction and Estate Tax Elimination

This seminar answers the most pressing questions retirees want to know!

Your Choice: March 21^st or 23^rd, 2023

Tuesday, March 21st(hors d'oeuvres): 5:30 p.m.
Thursday, March 23rd (lunch): 12:00 p.m.

Downtown Bistro - 123 N. Broad St - Lancaster

We Will Help You Discover How You Can:

Create Substantial Income Tax Deductions
Avoid Double Taxation On Your "IRS-Targeted" Retirement Accounts
Legally Bypass Capital Gains Taxes On Stocks, Bonds and Real Estate
Reduce And Even Eliminate Income Taxes On Your IRA and 401(k)
Convert Unused Assets Into A Tax Advantaged Income You Can't Outlive
Utilize Strategies Designed to Protect Your Wealth from The Coming BIG 6 Financial Storms... and much more!

Limited Offer: Every attendee will receive a FREE Retirement Action Guide.

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Webinar

Chatting with Chad - Next Episode TBA

Date/Time TBA

Chatting with Chad will return soon, dates and times to be announced.

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Top Gun Maverick Private Screening

We hosted a private screening of Top Gun Maverick, which was a high-flying way to kick off Memorial Day weekend! More than 140 clients, friends and family packed the theater for this much anticipated movie premier! Guests enjoyed popcorn and soda while wearing their custom aviator sunglasses and watching the supersonic action adventure.