Complimentary lunch included. Seating is limited. Reservations are required.
Retirement and Estate Planning
Lunch Workshop
One hour. Lunch is on us.
Learn how your retirement income, taxes and estate plan work together
before you make decisions that affect all three.
Tuesday, October 20 at 11:00 AM
Gulf Shores Activity Center
260 Clubhouse Drive
Gulf Shores, AL 36542
In this one-hour workshop, we'll cover:
1. Estate Planning
Understand how wills, trusts, beneficiaries, powers of attorney and your home’s title work together as part of your estate plan.
2. Tax Strategies
Learn how retirement withdrawals, Roth conversions, RMDs and Medicare premiums can interact and why timing matters.
3. Investments and Retirement Income
See how different accounts and income sources can work together to create a retirement paycheck, and where CDs and annuities may or may not fit.
This isn't another retirement dinner seminar.
No steakhouse. No three-hour presentation.
No pressure to make a financial decision.
This is one focused lunch hour designed to help you better understand how your retirement income, taxes and estate plan fit together.
Come with your questions. Lunch is on us.
Meet Your Instructor
Andrew McNair | Founder and CEO, SWAN Capital
Andrew McNair is dedicated to helping families achieve financial peace of mind.
As the Founder and CEO of SWAN Capital, Andrew's mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.
SWAN Capital has a tax preparer, estate planning attorney, and financial planners all under one roof.
Andrew hosts a weekly radio show, "What Your Money Would Say," on WCOA 1370AM, along with a weekly TV show of the same name airing on WEAR-ABC and WKRG-CBS. He's the author of four books and has been featured on WSJ, Forbes, Fox Business, and MarketWatch.
AS SEEN IN
Reserve your seat now.
No charge to attend. Lunch is provided.
Seating is limited and reservations are required.
107 W. Gregory Street
Pensacola, FL 32502
850.380.9558
1539 U.S. HWY 98, Suite 301
Daphne, AL 36526
251.800.7499
SWAN Capital, LLC (“SWAN”) is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
The information on this website is for general information only. It does not constitute investment advice or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein.
SWAN renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
SWAN Capital events, including SWAN University classes and workshops, may be photographed and recorded. Attendees may appear in recorded content, which SWAN may use in its educational and marketing materials. Attendance constitutes acknowledgment of this practice.