Reduce Taxes In Retirement Webinar Signup Success

Reduce Taxes In Retirement Webinar Signup Success2024-02-13T17:21:55+00:00

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Meet Your Presenter:

Joe Overfield

Investment Advisor Representative and Certified Financial Fiduciary®

Do you have urgent questions about your retirement right now?

If so you can click the button below to schedule a complimentary consultation today to get the help you need prior to the online workshop.


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Step 3

Join the Workshop

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance Services offered through Intelliplan Financial are not affiliated with PCA. Information and strategies from this presentation should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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