262.764.4816
support@retirement-advocates.com

6123 Green Bay Road, Suite 210, 
Kenosha, WI  53142

​​​​​​​www.retirement-advocates.com


Advanced Retirement Planning Secrets

LIVE WORKSHOP

How To Structure Your Assets In The Most Efficient Way To Lessen Taxes, Market Risk and Fees
Presented by: Joseph M. LoCoco, JD
Co-owner of Retirement Advocates, Inc
Thursday, July 26th, 2018 at 6:00 - 7:30 p.m. 
OR  Thursday, August 23rd, 2018  6:00  - 7:30 p.m.
OR  Tuesday, August 28th, 2018 6:00 - 7:30 pm

​​​​​​​
Hampton Inn and Suites
7300 125th Ave, Kenosha, WI  53142
No Cost To Attend
- Dinner by Olive Garden

Register Now
Come To This Live Workshop And You Will Learn:

  How To Remove Uncle Sam From Becoming The Primary Recipient Of Your Retirement Account.

   How To Avoid Taking Needless Required Minimum Distributions From Your Retirement Account



   How To Never Pay Taxes Again On Your Retirement Plan Income


  How To Convert Your Fully Taxable Retirement Plan To Tax-Free Money With No Out Of Pocket Hit


   Why The Years Up To 2023 Are Critical To Limiting Your Tax Liability Downside


  Strategies To Help Eliminate Loss Due To Market Risk

 

Put Yourself Back In The Drivers Seat Of Your Retirement


  


 

This Is No Time For Any Ordinary Financial Workshop
There has never been a more important time to dive head first into the waters of portfolio efficiency. 

Think about it: the solvency of social security and Medicare, the growing national debt, the fluidity of the tax and healthcare laws that WILL affect your ability to retire successfully.

 
These are all new challenges that demand fresh, creative solutions. 

You NEED the most timely and up-to-date information to avoid retirement-lifestyle-killing errors. 

The only way to make wiser decisions is to be better informed. 

Whether you manage your own accounts or work with an advisor, now is the best time to take advantage of the information discussed in this workshop.





 
About Your Presenter
Joseph M. LoCoco, JD
Co-owner of Retirement Advocates, Inc., Joe graduated from Marquette University Law School in 2011 and began working for an insurance liability defense firm in Chicago.   Through his work in consumer law, Joe noticed a disturbing trend: over one third of the bankruptcies he filed were for people at or beyond retirement age.  Unfortunately, his clients were often past the age where they could realistically replenish their retirement savings. Hoping to deal with these issues in a more proactive rather than reactive way, Joe left his law practice to join the team at Fliess Financial Services, LLC, and shortly thereafter in 2016, he and Maria Fliess formed Retirement Advocates, Inc.

Four of several core values that Joe and  Maria adhere to are: 

1.  Maintaining A Fiduciary Standard:  Being independent fiduciaries means that they have taken on the additional ethical and legal burden of putting the clients needs first. 

2.  Work A Problem, Not A Product:  They are not beholden to any particular company or line of financial products. 

3.  Communication Is Key:  Personalized account updates, ongoing market updates and a bimonthly newsletter are sent.  No cost reviews quarterly or at the discretion of clients as they see fit. 

4.  Informed Clients Make Better Decisions:  They host educational events regularly so that clients and people in the community will have access to helpful resources in a learning environment all at no cost. 

Thursday, July 26th, 2018 @ 6:00 p.m.
OR
Thursday, August 23rd, 2018 @ 6:00 p.m.
OR
Tuesday, August 28th, 2018 @ 6:00 p.m.

​​​​
Hampton Inn and Suites
7300 125th Ave, Kenosha, WI  53142

Live Workshop - Dinner by Olive Garden - No Cost To Attend
REGISTER NOW

Hampton Inn and Suites
7300 125th Ave, Kenosha, WI    53142
Buffet Style Dinner Immediately Following The Workshp

Thursday, July 26th, 2018 at 6:00 p.m.
or Thursday, August 23rd, 2018 at 6:00 p.m.
or Tuesday, August 28th, 2018 at 6:00 p.m.

Joseph M. LoCoco, JD
Co-owner, Retirement Advocates, Inc.  
Investment Adviser Representative
Convenient Location off Hwy 50
Space is limited.  Reserve Today!
Hampton Inn and Suites 
This Event Will Fill Up Quickly.  Register Today.
Next Exit - Retirement!  This is an exciting time for you. 
Make sure you are prepared by being well informed.


 
REGISTER NOW

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  Retirement Advocates, Inc. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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