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    Upcoming EVENTS

    Are you prepared for retirement?

    We hold regular workshops for clients and prospective clients that feature information on specific topics regarding your financial future. We strive to keep you up-to-date on the issues that matter most to you, your family and your financial well-being. To inquire about attending an upcoming event, please complete the Event Registration.
     

    --- Retirement Planning Seminar ---


    New Tax Code Opens Window To Potentially Saving Thousands On IRAs

    Tuesday, June 19 | Wednesday, June 20
    Maggiano's, The Promedane, Scottsdale

    Important topics we’ll discuss:
    • Using the new tax code to move money into tax-free accounts at reduced rates
    • Maximizing your Social Security benefits
    • How to avoid running out of income during retirement

    Seating is limited. Please complete the Event Registration form to confirm that space is available.


    This presentation is designed to provide general information on the subjects covered, and we do not offer specific legal or tax advice. Strategy Financial Group is not associated with, or endorsed by, the U.S. government or any governmental agency. Please consult with the Social Security Administration or your tax or legal professional for guidance on your individual situation.
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    *Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

    Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.