America’s Retirement Crisis and Seven Strategies to Help ...
Preserving Your Wealth in Today’s Economy
Please join us and learn strategies to help you:
• Preserve your assets & and help decrease the chances of outliving your money
• Generate penalty free income prior to age 59 1/2
• Distribute assets out of retirement accounts in a tax efficient manner
• Construct a portfolio that is designed to help you achieve your financial goals
• Determine if you should consider a Roth IRA conversion
• New! Determine which Social Security claiming strategy is best for you and your family
You and a guest are cordially invited to an educational workshop presented by
Roger Erichsen, Peter Marzullo, & Anthony DiMaggio, Financial Advisors, Wells Fargo Advisors.
With guest speakers:
Peter Fertig, Regional Vice President, Zacks Investments
Michael Bosi, Regional Vice President, Voya Investment Management
• Discussing the 2016 Market Outlook
James E. Sak, Estate Planning Attorney, Sak & Rampulla LLP
• Discussing the importance of protecting your assets and distributing these assets to your loved ones in the most efficient manner.
Date: Tuesday, February 23, 2016- 7:00 p.m.
A complimentary dinner will be served!
Where: Angelina’s Ristorante
399 Ellis Street
Staten Island, NY 10307
Telephone: 718-227-2900
All attendees will receive a complimentary copy of “Your Guide to Estate Planning” CD-ROM.
• This is an interactive, easy to follow tool that helps people learn more about creating and updating their own estate plan – at their leisure, at their pace, and in their own homes.
Free parking will be available. Seating is limited. Please RSVP by calling 212-978-1122 or register at anthonydimaggio.
The views expressed by James Sak, Peter Fertig, & Michael Bosi are their own and do not necessarily reflect the opinion of Wells Fargo Advisors or its affiliates. These events are educational in nature. No company specific products will be discussed. These events are being financially supported by the Zacks Investment Management & Voya Investment Management. Wells Fargo Advisors is not a legal or tax advisor. Car # 0116-02956
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Investment and Insurance Products: (NOT FDIC Insured (NO Bank Guarantee (MAY Lose Value
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of
Wells Fargo & Company. ©2009 Wells Fargo Advisors, LLC. All rights reserved.
Investment and Insurance Products: (NOT FDIC Insured (NO Bank Guarantee (MAY Lose Value
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.
©2009 Wells Fargo Advisors, LLC. All rights reserved.
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