Estate/Retirement Planning & Asset Protection Seminar

September 3, 2025  |  6 p.m. Eastern
Palmetto Hall Golf and Country Club
108 Fort Howell Dr.
Hilton Head Island, South Carolina 29926

Achieve financial success today and create a plan for a secure future

Do you have a plan to reach your goals today, five years from now, or in retirement? Join us to learn vital details on Estate Planning and the latest retirement strategies.

We'll cover:

  • Optimizing different types of retirement accounts to maximize cash flow
  • Impacts of tax law changes on your retirement income
  • How to get the most out of your Social Security benefits
  • Building a “truly diversified” retirement portfolio
  • Whether you’ll have enough money to last throughout retirement
  • How Estate Planning works with your retirement strategy
  • Avoiding the pitfalls of taking retirement income distributions

There's no pressure or sales pitch here - just a conversation about the newest and most successful concepts in retirement planning, along with complimentary refreshments and hors d'oeuvres from Palmetto Hall. See you for a fun-filled evening!

(843) 683-9900

Our office:
15 Hospital Center, Suite 200D
Hilton Head Island, SC 29926

Mailing address:
8 Wildbird Lane - Hilton Head, SC 29926

Your Hosts:

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Kevin Moran

Principal
Moran Financial Group, LLC

Marc Mrugala

Financial Advisor
Richmond Investment Services

Space is Limited - Register Now!