Optimzing Your Retirement
Dinner Event
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Join us for this complimentary dinner event, where you’ll gain valuable insights into critical retirement strategies.
Topics include:
- How to create strategies so you are less likely to outlive your assets
- Steps to lock in tax savings before the Trump Tax Law sunsets
- Why proactive tax planning matters—before and during retirement
- Do you really know how long your money will last in retirement?
- Maximizing your Social Security benefits with proper analysis and planning
Event Details
Date: Thursday, February 19th
Time: 6:30 PM (late entries will not be allowed)
Location: Malone’s
Address: 4370 Summit Plaza Dr, Louisville, KY 40241
*event is for first-time attendees only
Ready to Start
your journey?
Schedule your free, no-obligation consultation today to talk with us about your retirement vision.
Elizabethtown Office
2905 Ring Road
Elizabethtown, KY 42701
Louisville office
10200 Forest Green Blvd, Suite 600
Louisville, KY 40223
Contact Info
Phone: (877) 573-2043
Email: info@legatofinancial.com
Ready to Start
your journey?
Schedule your free, no-obligation consultation today to talk with us about your retirement vision.
Contact Us
Phone: (877) 573-2043
Email: info@legatofinancial.com
Our Locations
Elizabethtown Office
2905 Ring Road
Elizabethtown, KY 42701
Louisville Office
10200 Forest Green Blvd, Suite 600
Louisville, KY 40223
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