Join our exclusive live event at Ely's Restaurant and Bar on the 3rd of December and discover how to optimize your Social Security, pension, and nest egg for your next phase of life.

You will even enjoy a complimentary bourbon tasting featuring a special barrel pick!

• Are you a physician over 50 considering retirement or a work-optional lifestyle?
• Are you concerned about maintaining your lifestyle in retirement?
• Are you worried about paying too much in taxes?
• Have you considered when to take Social Security?
• Do you want to avoid paying additional medicare premiums for life?
• Have you ever wondered how to have a tax-free retirement? 

During this event, Josh Taffer, CEPA®, will cover the information needed to make the 3 critical decisions to ensure a comfortable and confident transition out of the white coat. Josh Taffer is a Certified Exit Planning Advisor ® and has been featured in Kiplinger on ROTH conversions and on WLBT multiple times. He is one of the founders of Journey Wealth Strategies and was one of the top 1% of bankers in the nation at Wells Fargo, where he served high-net-worth clients. Josh Taffer graduated from the United States Naval Academy and served as a Surface Warfare Officer in the Navy before becoming a Financial Advisor. 

Event Information:

• Doors open at 6, and we will begin at 6:30
• There will be limited seating so that attendance will be capped at 15 guests. You are allowed to bring a spouse.
• This event addresses the unique financial planning needs of physicians over 50 who have accumulated significant wealth ($1,000,000+ in investable assets.)