Asset Guard

AI and Your Retirement: FREE Educational Event at North Davidson Public Library
2025-10-06 18:30 - 19:30 UTC | North Davidson Public Library, 559 Critcher Dr, Lexington, NC, 27295, United States
Why Attend This Seminar?

Now more than ever, it’s essential to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. Prioritizing both the preservation and distribution of your estate can help you leave the legacy you want for future generations.
By attending this seminar, you’ll learn financial strategies designed to help preserve more of your wealth for your heirs and charitable causes. This includes tactics to minimize the tax impact on your estate, safeguarding inheritances from potential risks and leveraging tools like 529 plans for efficient legacy planning. With this knowledge, you’ll be better prepared to develop a successful estate.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of estate planning, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.

What We’ll Cover:

✅ How to protect your family and loved ones when you no longer can
✅ 6 strategies for a strong generational wealth management plan
✅ Ensure your beneficiaries get their inheritance without selling assets
✅ How to pass on more than just your assets and leave a true legacy
✅ How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy
✅ How retirement planning, portfolio-mix, and risk tolerance can affect future generations
✅ Strategies that could help reduce taxes
✅ How a 529 plan can be an efficient estate planning tool
✅ How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate

AI and Your Retirement: FREE Educational Event at Reynolda Manor Branch Library
2025-10-02 18:30 - 19:30 | Reynolda Manor Branch, 2839 Fairlawn Dr NW, Winston-Salem, 27106, United States

AI and Your Retirement: FREE Educational Event at River Birch Lodge
2025-09-30 11:30 - 13:30 | River Birch Lodge, 3324 Robinhood Rd, Winston-Salem, NC, United States

AI and Your Retirement: FREE Educational Event at Davie County Library
2025-09-29 18:30 - 19:30 | Davie County Public Library, 371 N Main Street, Mocksville, NC, 27028, United States

Educational Event on Tax Planning at Paddison Memorial Branch Library
2025-09-15 18:00 - 19:00 | Paddison Memorial Branch Library, 248 Harmon Ln, Kernersville, NC, 27284, United States
Discover Powerful Tax Strategies for Your Retirement –
Join us for one of our exclusive, complimentary educational seminars, where we’ll reveal how you can potentially reduce or even eliminate taxes on your retirement income. At these informative events, you’ll learn legal strategies to protect and grow your wealth, avoid unnecessary fees, and take full control of your financial future.
Designed for those with IRAs, 401(k)s, 403(b)s, or other investment accounts, our seminars provide valuable insights on how to safeguard your retirement savings and keep more of what you’ve earned.

Why Attend?
Learn how to minimize taxes on your retirement income
Discover strategies to grow and protect your wealth
Avoid unnecessary fees and keep more of your hard-earned gains
Gain peace of mind knowing your financial future is secure

Important Information:

Open to first-time attendees aged 45 and older
Pre-registration is required as seating is limited
Agents, brokers, and children are not permitted

Don’t miss your chance to learn these crucial retirement strategies. Reserve your spot today and start planning for a more secure financial future!

Educational Event on Tax Planning at Rural Hall Public Library
2025-09-11 18:00 - 19:30 | Rural Hall Public Library, 7125 Broad Street, Rural Hall, NC, 27045, United States

Educational Event on Tax Planning at Lewisville Public Library
2025-09-08 18:00 - 19:30 | Lewisville Library, 6490 Shallowford Rd,, Lewisville, North Carolina, 27023

Dinner Seminar at Fratellis Italian Steakhouse
2025-09-04 18:00 - 19:30, 2025-08-12 18:00 - 19:30 | Fratellis Italian Steakhouse, 2000 Reynolda Rd, Winston-Salem, NC, 27106, United States
Discover Powerful Tax Strategies for Your Retirement –
Join us for one of our exclusive, complimentary dinner seminars, where we’ll reveal how you can potentially reduce or even eliminate taxes on your retirement income. At these informative events, you’ll learn legal strategies to protect and grow your wealth, avoid unnecessary fees, and take full control of your financial future.
Designed for those with IRAs, 401(k)s, 403(b)s, or other investment accounts, our seminars provide valuable insights on how to safeguard your retirement savings and keep more of what you’ve earned.

Why Attend?
✅ Learn how to minimize taxes on your retirement income
✅ Discover strategies to grow and protect your wealth
✅ Avoid unnecessary fees and keep more of your hard-earned gains
✅ Gain peace of mind knowing your financial future is secure

Important Information:

Open to first-time attendees aged 45 and older
Pre-registration is required as seating is limited
Agents, brokers, and children are not permitted

Don’t miss your chance to learn these crucial retirement strategies. Reserve your spot today and start planning for a more secure financial future!

Educational Event on Estate Planning at Greensboro Public Library
2025-08-25 18:00 - 19:00 | Greensboro Public Library, 219 N. Church St., Greensboro, NC, 27401, United States

Dinner Seminar at LeBlon Brazilian Steakhouse
2025-08-19 18:00 - 19:30 | Leblon Brazilian Steak House, 106 S. Holden Rd, Greensboro, NC, Greensboro, 27407, United States

Educational Event on Taxes in Retirement at High Point Public Library
2025-08-04 18:00 - 19:00 | High Point Public Library, 901 N Main St, High Point, 27262, United States
Why Attend This Seminar?

If you’re approaching or already in retirement, it’s important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.
By attending this seminar, you’ll learn about the most up-to-date and comprehensive information regarding retirement taxation and how to potentially save thousands of your hard-earned dollars. This includes efficient ways to manage your income sources – whether they’re Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, you’ll be better prepared to develop a successful retirement tax strategy that could help protect your income from excessive taxes and ultimately help you save more money.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of retirement taxes, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.
What We’ll Cover:

✅ 66% of Americans are worried they’ll run out of money in retirement.
✅ Ways to potentially protect yourself against volatile market conditions.
✅ Balancing pre-tax Traditional IRA/401(k), post-tax (Roth IRA), and taxable accounts to manage future tax liability.
✅ Common misconceptions about taxes in retirement.
✅ Will taking RMDs push you into a higher tax bracket?
✅ Possible tools and strategies available to help develop a retirement tax strategy.
✅ Strategies to help protect yourself against the taxation of your Social Security income.
✅ The new administration’s tax changes and how they could alter your retirement plan.
✅ The SECURE Act 2.0 and what this legislation means for you.
✅ How Real Estate investments can impact your taxes in retirement.

Educational Event on Taxes in Retirement at Clemmons Library
2025-07-29 18:00 - 19:00 | Clemmons Library, 6365 James St, 27012, North Carolina, 27012, United States

Educational Event on Taxes in Retirement at the Center for Visual Arts
2025-07-21 18:00 - 19:00 | Center for Visual Arts, 200 N. Davie St., Greensboro, 27401, United States

Dinner Seminar at Bleu Restaurant & Bar
2025-03-25 18:00 - 19:30, 2025-03-20 18:00 - 19:30 | Bleu Restaurant and Bar, 3425 Frontis St, Winston-Salem, NC, 27103, United States
