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Protecting Your Retirement In 2021 & Beyond:
Will Your Savings And Investment Survive The Challenges Ahead?

About This Webinar

2021 is set to bring BIG changes to retirement in America. Join James Spiers of Alliance Financial Group and his team of experts for a complimentary online presentation to learn how they are helping today's investors protect their assets from market volatility, mitigate risk, reduce their tax burden, and create reliable income – regardless of the changes ahead.

ATTENDEES RECEIVE THE OPPORTUNITY TO EARN A $25 GIFT CARD.

Agenda

  • The Covid Effect: Learn how the pandemic may shift retirement planning for years to come.

  • Market Volatility: Strategies to protect your retirement assets from losses during a bear market

  • The Secure Act: New tax legislation could turn your IRA into a tax burden for your heirs. Learn the crucial mistakes you should avoid.

  • Retirement Income: Will you have enough? Learn strategies to generate guaranteed income for life.

  • Tax Alert 2021: How will the new tax plan impact your retirement income? Learn what you can do NOW to prepare.



James Spiers
President, Alliance Financial Group