
Description
Come hear Sean Tole discuss many topics including
Rising debt could significantly impact your tax burden in retirement.
How much purchasing power could you lose in the next 5, 10, or 15 years?
Income- Is it possible to generate lifetime income that is both predictable and dependable?
How to protect your heirs from probate and estate taxes.
Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?
Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
Date and Time
Mon, Jun 12, 2023
6:00p - 8:30p EST