Educational Dinner Seminar

Event: Financial Dinner Seminar
This event is for anyone 55 years or older with investable assets of $200K or above.

Date: December 3rd
Time: 6:00 PM Please arrive by 5:45 pm
Address: Bone Island Grillhouse, 2055 Oconee Connector, Athens, GA 30606

For anyone that has never attended a financial dinner seminar with Moore's Wealth Management, this event may be for you!

Take Control of Your Retirement

• Three big misconceptions that your CPA, attorney and financial advisor may be missing that could be costing you thousands per year!!! Most investors are affected by at least two.
• How to determine if your financial decisions are being made with facts, logic and process, or are possibly misguided according to behavioral science.
• Two important questions we believe you should ask right now if you own bonds or bond funds.
• How you can potentially reduce or eliminate Social Security taxes, IRA taxation and income taxes. (Also, stop a common stealth tax you may have!)
• The misconceptions surrounding the choice between buy and hold versus timing the market.
• If your tax return contains one of these 3 items, you will most likely pay more than your necessary share of taxes. (Learn how the new tax law changes could affect you!)

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