Nearing (or in) retirement?

You might be concerned about the current state of the economy. Things are economically changing worldwide, and the U.S. Government is still trying to navigate through these developments, but it will certainly have an impact on taxes. Rest assured, there are ways to save money and keep it protected during these changing times.

Join us for a complimentary dinner seminar:

February 15th at 5:45pm


Join us for our upcoming seminar event:

Complimentary Seminar: “Retiring With Protection & Tax Benefits”

February 15th at 5:45pm

We look forward to seeing you at:
Ippolito’s in Roswell:
2270 Holcomb Bridge Rd, Roswell, GA 30076

Join Gibbs Financial Group as we discuss:


Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income
  • 401 (k), IRA, and other retirement accounts 
  • Planning for tax implications


Tactics For a Tax-Free or Tax-Deferred Income

  • Financial products that may provide tax-free income
  • Insurance Vs.Investments: how the rules differ
  • Key factors in choosing a tax-free income strategy
  • Maximizing your retirement income


Benefits of Tax-Deferred (or Tax-Free) Retirement Strategies

  • Protecting your money while it grows
  • How to provide tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your portfolio


Why Tax-Free and Tax-Deferred Income Options Matter

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-free
  • Can you retire tax-free?

This event is offered exclusively by Gibbs Financial Group

Register now to reserve your spot or call us at 678-694-8858 to sign up. This event will be held on Thursday, Feb. 15th at 5:45 pm. There is no cost to attend this educational event, but you must register beforehand. 



Intelligent Financial Decisions Made Easy

Gibbs Financial Group Lic #181551

Gibbs Wealth Management
GA Lic CRD# 281621

Bo Gibbs
GA Ins Lic# 564770

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