PROTECT WHAT MATTERS
Don't Leave A Mess Behind
If you are retired or nearing retirement, timing is everything. Another big drop in the market could be detrimental to your retirement plan and lifestyle. It's time to get prepared and be proactive.
77 E Paseo De Golf
Green Valley, AZ 85614
Dinner
Thursday
February 15
4:00 PM
Waitlist Available
Quail Creek Community**
Madera Clubhouse
1100 N Eagle Hollow Rd
Green Valley, AZ 85614
Dinner
Tuesday
February 20
4:00 PM
Event Open
Your meal is on us and there is absolutely no obligation.
Please fill out the form to register for one of our upcoming events.
A seminar that is well-worth your time.
At this event, you will learn:
- Tax Storm: What to expect with the Inflation Reduction Act and our Government
spending - Managing Risk: Why taxes may be the Biggest Retirement Risk you have not planned for
- Preserving Family Harmony: How to transfer assets efficiently with Wills and Trust
- Retirement Income: Will you have Enough, and the impact on a Surviving Spouse
- Legacy Planning: Does this matter to you? If so, learn Tax Efficient Strategies and
Estate Planning - Long-Term Care: Better understand some possible alternatives to Protect Your Wealth
- Team, Team, Team: The benefit our Local Retirement Team brings to clients as they age
Please note that this seminar is reserved for those nearing or in retirement, ensuring we deliver targeted, age-specific strategies. In order to maintain the integrity of our discussion, we kindly ask brokers, agents, and advisors to refrain from attending.
Brad Cooper
Cooper Financial Investments, LLC
Brad Cooper has over 30 years of experience in the Financial Services industry and earned his B.A. from Columbia College. He has helped many families with “holistic” financial planning to keep them on the path toward financial security and independence. Recently, Brad was featured in a nationwide documentary “Not Alone: Retirement in America”. Currently, he is hosted on Channel 12 NBC affiliate in Phoenix, Channel 13 CBS affiliate in Tucson, and weekly host on KNST AM 790, discussing financial awareness. Brad is the author of the books “Cooper’s Truth” and just recently released “Financial Armor”. Brad has also been interviewed and published in Forbes magazine and recently in Bloomberg Businessweek.
Advisory services are offered through Cooper Financial Investments, LLC, a Registered Investment Advisor in the state of Arizona. Insurance products and services are offered through Cooper Financial Group, LLC, an affiliated company. Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation.
A**
Neither the speaker, his/her employer nor any of their respective affiliates is an employee agent, or in any way affiliated with Quail Creek Homeowners Association (the “Association”), Quail Creek Development, Quail Creek Management Company, Robson Communities, Inc. or any of their respective affiliates (collectively referred to herein as the Quail Creek Entities).
B
Neither the content of the seminar nor qualifications of the speaker, his/her employer nor any of their respective affiliates have been verified or approved by any of the Quail Creek Entities. The seminar is not sponsored or endorsed by the Quail Creek Entities in any way; rather the speaker has merely contracted with the Association to use the facilities.