Is your 401K/IRA an IOU to the IRS?

Is your 401K/IRA an IOU to the IRS?

Osiwala Financial Group (map)

Did you ever think that your IRA could be an IOU to the IRS? Many people are unaware of the potential tax problems that may be concealed in their nest egg. Come join us and learn about the liabilities lurking in your IRA and some timely tax-reduction strategies that could potentially make a major difference in dollars for your life and the legacy you leave to your family. A simple and easy way to help ensure you cover all of your bases is by attending this workshop, hosted by Osiwala Financial Group. You’ll benefit from the lessons learned by working with thousands of people, just like you! Don’t leave anything to chance! Invest 60 minutes in your financial future!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Is your 401K/IRA an IOU to the IRS?

Is your 401K/IRA an IOU to the IRS?

Osiwala Financial Group (map)

Did you ever think that your IRA could be an IOU to the IRS? Many people are unaware of the potential tax problems that may be concealed in their nest egg. Come join us and learn about the liabilities lurking in your IRA and some timely tax-reduction strategies that could potentially make a major difference in dollars for your life and the legacy you leave to your family. A simple and easy way to help ensure you cover all of your bases is by attending this workshop, hosted by Osiwala Financial Group. You’ll benefit from the lessons learned by working with thousands of people, just like you! Don’t leave anything to chance! Invest 60 minutes in your financial future!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Advanced Wealth Management Strategies Workshop

Advanced Wealth Management Strategies Workshop

Osiwala Financial Group (map)

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals. But what many don’t understand is that even with working long hours and sacrificing a luxurious life now in the hopes of future one, they may not be able to achieve it without proper wealth management. But what is wealth management and why is it important? This workshop will help you learn what should be factored into your wealth management process including the following topics:

✓ Common Pitfalls of High Net-Worth Investors
✓ Investing for Growth and Inflation Defense
✓ Essential Principles of Investing
✓ Building a Portfolio
✓ And more

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Advanced Wealth Management Strategies Workshop

Advanced Wealth Management Strategies Workshop

Osiwala Financial Group (map)

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals. But what many don’t understand is that even with working long hours and sacrificing a luxurious life now in the hopes of future one, they may not be able to achieve it without proper wealth management. But what is wealth management and why is it important? This workshop will help you learn what should be factored into your wealth management process including the following topics:

✓ Common Pitfalls of High Net-Worth Investors
✓ Investing for Growth and Inflation Defense
✓ Essential Principles of Investing
✓ Building a Portfolio
✓ And more

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Social Security Workshop

Social Security Workshop

Osiwala Financial Group (map)

Choosing the right Social Security election may be the most important decision of your retirement!
This one decision you will make could impact your retirement by thousands of dollars and you do not get a do-over!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Social Security Workshop

Social Security Workshop

Osiwala Financial Group (map)

Choosing the right Social Security election may be the most important decision of your retirement!
This one decision you will make could impact your retirement by thousands of dollars and you do not get a do-over!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.