Prepare Your Finances For The Future
One in three 65 year olds will live to age 90, Will your assets last that long?
Important Education Topics we’ll discuss:
- New Laws: How will the tax laws affect you.
- Tax Reduction: Create a strategy to protect your income and investment, even with changing tax laws.
- Don’t Outlive Your Money: Understand how to implement a financial strategy that provides retirement income - without the risk of out living it.
- Risk Tolerance: Discover new financial instruments that minimizes the downside of market exposure.
- Legacy Planning: Learn strategies to ensure your beneficiaries will receive exactly what you intended.
- HealthCare: Prepare for the future by learning about long-term care and healthcare options.
Join us June 25th for A Complimentary Dinner and a Special Presentation at Cooper's Hawk In Sarasota
You’ll enjoy a delicious meal and we’ll discuss how retirement is changing in America for today’s retirees or those near retirement.
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100% Privacy Guaranteed. Please, be our guest! There is no obligation, and no product will be offered. Seating is extremely limited and the purpose of this event is not only to inform attendees on the topics being presented, but also to promote our firm’s services.
PRESENTED BY
CHRISTOPHER DREW
COMPLEMENTARY DINNER
3130 Fruitville Commons Blvd, Sarasota, Fl 34240
Seating is limited. Reserve your spot today to guarantee your seat!
This Complimentary Presentation Will Show You:
TIP #1
How to maximize your Social Security benefits and take advantage of spousal benefits.
TIP #2
How to create a retirement income stream that you cannot outlive.
TIP #3
Strategies that can potentially boost your retirement income and reduce your taxes.
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Seating is Limited. Once the doors close that is it...
ABOUT YOUR PRESENTER
CHRISTOPHER DREW - PRESIDENT OF BayTrust Financial
Christopher Drew, Founder and President of BayTrust Financial is a Florida native. Christopher is highly knowledgeable in the health and life insurance arena. He is also an investment advisor with BayTrust Wealth Management, an SEC registered investment advisor.
Christopher uses a client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client's financial goals, time frames, and risk tolerance. Christopher and his team strive each day, working one-on-one with his clients, to help them pursue their personal financial objectives. Through presentations at educational workshops and seminars throughout Florida, Chris strives to help shed light on the ever-changing financial landscape. He discusses ways to help protect assets and potentially maximize returns on the investment where principal protection is the main objective. He does this to hopefully provide individuals with financial confidence throughout retirement.
BayTrust Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information contained in this marketing material is provided for informational purposes only and should not be construed as investment, legal, or tax advice. All investment strategies involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any references to specific securities, investment strategies, or portfolio allocations are for illustrative purposes only and may not be suitable for all investors. Nothing herein should be considered a recommendation to buy or sell any particular security. Insurance products and services offered through BayTrust Financial.