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Lunch & Learn - United Financial Services

For ages 50+

This is United Financial’s last Lunch and Learn in 2015. Sign up by November 30. Topics to be covered:

  • How long will your money last if you last if you continue doing what you are doing today?
  • How to enjoy a guaranteed retirement stream you and your spouse cannot outlive through the use of a fixed annuity.
  • Different sources of income have different tax consequences. Learn tax smart strategies.
  • Learn the biggest potential threats to your retirement lifestyle and why you need your retirement strategy to be analyzed.
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