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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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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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Seminar

Strategies to Help Maximize Your Retirement & Reduce Your Taxes

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

March 8th, 2022 at 5:30 PM
Disbennett Education Center, 4660 Old Columbus Rd NW, Carroll OH 43112

March 15th, 2022 at 12:00 PM
The Downtown Bistro, 123 N. Broad St, Lancaster OH 43130

Discover why NOW gives you the best chance to secure your retirement!

  • Create 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
  • Save Taxes Using Strategies The IRS Wants You To Use... and much more!

Caveat: There will be nothing to buy, just valuable rarely-shared public informationEvery attendee will receive a FREE Action Guide.

GO HERE to Reserve Your Seat today!