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Vibrant Living At Home and New York Life Watch Party
March 18
Vibrant Living At Home and New York Life
Cordially Invite You to an Educational Watch Party!
Plan Smart, Retire Confident:
Staying Ahead of Tax Changes
Join IRA expert Ed Slott, CPA, as he shares strategies to help you reduce or eliminate
the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings.
You’ll learn about the biggest retirement risks and how to avoid them with proper
planning.
Join us on March 18th at 3:00pm
At One Senior Place
715 Douglass Avenue, Altamonte Springs
Please Arrive by 2:45 to Register – Program Begins Promptly at 3:00
Seating is Limited! Reserve your seat now – call 407-515-8199
SMRU 7577619 (Exp. 3/19/2025)
Featured Speaker – Ed Slott, CPA
Ed Slott is a nationally recognized speaker, multi-media personality, best-selling author,
known for his unparalleled ability to turn advanced tax strategies into understandable,
actionable and entertaining ideas. Ed Slott has been named “The Best” source for IRA
information by The Wall Street Journal and is often quoted in The New York Times, The Wall
Street Journal, Forbes, Money, USA Today, and many other national publications.
This presentation is for general information only. Attendees are not required to purchase any products or services. The guest speaker appearing at
this workshop is solely responsible for the content of their presentation, which may not necessarily represent the opinions of the company hosting
this presentation or its subsidiaries. All opinions and data included are current as of the date of this presentation and are subject to change. The
opinions and views expressed herein are not intended to be relied upon as a factual prediction or forecast or guarantee of actual future events.
Participants are asked to consult a properly licensed financial or insurance professional regarding their own specific situation. Neither New York
Life Insurance Company (NY, NY), nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions