Bergen Financial Group Presents Power & Protection
Strategies For Retirees - - Avoid 10 Pitfalls Made By Retirees!
Learn How To:
Keep your retirement dollars safe with proven strategies
Benefit from market ups without any risk to your principal
Potentially earn double-digit returns with NO market risk and zero loss of principal
Reduce RMD’s on your IRA
Convert your IRA to a ROTH IRA at very little out of pocket cost
Earn tax deferred and/or income tax-free 2 earnings on your savings
Stop or reduce taxes on your social security checks
Get long term care and/or home health care without writing a check for it
Increase your heirs benefits by 10%, 30% or even 100%
Differentiate annuities: The Good, The Bad & The Ugly
Avoid common mistakes made with wills & trusts3
Get payout rates on annuities as high as 7% and compound rates as high as 7% 4 by
using income riders
IRA Rollover
9.33%1 gtd.
1st year
This entitles the holder to RSVP for up to 4 people
A COMPLIMENTARY MEAL
Tuesday, July 28th at
4 pm followed by dinner
Prescott Golf & Country Club
Randall’s The Restaurant - 1030 Prescott Country Club Blvd, Dewey, AZ
Seating Is Limited! Call 1-800-915-2502 to RSVP
NOTHING WILL BE SOLD AT THIS FREE WORKSHOP!
Your Speaker:
Darcy L. Bergen
AZ License #155178
Darcy is a well-known television and radio personality, having hosted “Smart Money” and “Senior Money Matters” radio shows
along with “The Money Doctor” television show where he taught listeners how to save money, accumulate assets and reduce taxes.
Darcy has presented hundreds of seminars dealing with all aspects of money. He now focuses only on matters associated with
retirees. Darcy is a licensed insurance agent licensed to sell life insurance and annuities.
Darcy and his wife, Heather, currently co-host “The Safe Money & Income Radio Show” a local financial talk radio show heard
,
every Saturday at 10:00 AM on 1100 AM KFNX.
Sponsored by
Don Dirren
Chris Dirren
Call to RSVP 1-800-915-2502
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