You are invited to join us for a complimentary dinner at Fogo De Chao Brazilian Steakhouse.

Hosted by CPA Personal Financial Specialist, Joe Arsenault.

tuesday - April 25th, 2017

at 6:30pm 

6300 North Scottsdale Road
Scottsdale, Arizona 85253

 

Tax Alpha strategies that increase investment returns WITHOUT increasing risk.

Crucial information on how to manage the low interest rate environment and take advantage of rising rates.

Retirement strategies that create tax-free income and improve cash flow. 

General topics To be discussed at this educational and complimentary dining event:

  • Why current interest rates are a risk to your current portfolios and how to take advantage of rising rates. 

  • The expectations of tax reform and how to prepare for potential changes. 

  • How to create tax alpha through tax aware investing principals perfected and practiced by Joe Arsenault, CPA, PFS. 

  • How to beat the 4% withdrawal rule by paying yourself more income without negatively impacting your asset base. 

  • How to implement retirement account strategies that will create tax-free income. 

  • The impact of specialized investment strategies and alternatives and why they matter. 

  • Roth conversion and Required Minimum Distribution strategies you haven't seen before. 

  • How to protect yourself against market uncertainty and market crashes like 2008. 

  • How using 1 or more of these strategies may not only protect you from losing thousands of dollars, but are proven through studies to increase returns by thousands of dollars. 


This is not a product or sales seminar. These are educational events hosted by a CPA Personal Financial Specialist who specializes in retirement planning and acts in a fiduciary capacity. These events are intended for sophisticated investors and retirees. Seating is limited and reservation are required. 

Please Fill Out Information Below to Reserve Your Seat Today

 
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Disclaimer: There is absolutely no cost or obligation to attend. No products will be sold at these events. Reservations are required. Availability subject to change. Attendee limits per event apply. 

 


Does the date and time not work?

Have us add you to our future workshop attendee list and we will contact you when a we schedule our next retirement workshop.