You and a guest are cordially invited to a complimentary lunch or dinner event and presentation at The Peninsula Golf & Country Club! Your local Financial Advisors Michael Porter, Jeremy Lambert, Jason Bentley, and Ryan Zemke of Chesapeake Wealth Advisors (Janney) and Estate Planning Attorneys Veronica Townsend of Weidman & Townsend, P.A. and Rebecca Doyle of Baird, Mandalas & Brockstedt, LLC will conduct this timely and informative presentation.
May 9th at 12:00 or 6:30 p.m.
May 10th at 12:00 or 6:30 p.m.
Lunch or Dinner is Complimentary. There is no cost and no obligation.
Space is Limited!
Pre-Qualification is required prior to confirmed RSVP. Please call 302-313-0408 to RSVP and Qualify!
ESTATE & RETIREMENT PLANNING STRATEGIES*
RETIREMENT OUTLOOK 2023
How to Avoid the Most Common Financial Mistakes
Manage your Retirement through Volatility, Inflation, Geopolitical Issues and Increasing Taxes
Seating is limited, so please reserve promptly.
With all that is going on with the economy today, planning for tomorrow isn’t getting any easier. A volatile stock
market, tax increases, inflation, escalating geopolitical issues and other factors have American retirees on edge. This
workshop focuses on the latest strategies to lower your tax liability, protect your assets, and create income that you
can’t outlive-regardless of market conditions. Connecting your assets, income, and goals through sound financial
advice and planning is a successful formula.
Successful investors focus on these topics:
• Financial Planning: Worry less with a personalized financial plan to help you achieve short and long term goals.
• Retirement Income: Will you have enough? How can you earn more? Learn strategies to generate more dividends
and income through investments.
• Tax-Efficient Investing: Is a Roth conversion right for me? How can I position my assets to keep more of what I
earn and increase income by paying less in taxes?
• Taxes: Discover action steps to reduce taxes and develop strategies now to prepare for when RMDs are required
from IRAs and 401k plans.
• Estate Planning: Protect your assets and plan your legacy through wills, trusts, and other strategies. Learn about
why you need an estate plan.
*Strategies intended for investors with $500,000 of investable assets.
Janney Montgomery Scott, LLC. Member FINRA, NYSE, SIPC. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/CRS which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. The concepts illustrated here have legal, accounting and tax implications. Neither Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your particular circumstances. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees.
Janney Montgomery Scott, LLC,
12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and
20 Montchanin Rd., Ste 120, Greenville, DE 19807.
