Real Estate and Retirement Planning Strategies


You and your guests are cordially invited to a complimentary lunch or dinner event and presentation at the Peninsula Golf & Country Club! Michael Porter of Local Financial Advisors, Jeremy Lambert, Jason Bentley and Ryan Zemke of Chesapeake Wealth Advisors (Janney) , real estate planning attorneys Veronica Townsend (Weidman & Townsend, PA) and Rebecca Doyle of Baird, Mandalas & Brockstedt, LLC in a timely manner. and informative presentation.

May 9 at 12:00 or 6:30 pm

May 10 at 12:00 or 6:30 pm

Lunch or dinner is free. No cost, no obligation.

Space is limited!

Prior to Verified RSVP, pre-qualification is required. Call 302-313-0408 to RSVP and qualify!

Real Estate and Retirement Planning Strategies*
2023 retirement outlook

How to avoid the most common financial mistakes
Managing retirement through volatility, inflation, geopolitical issues and tax increases

Seats are limited, so please book early.

With everything going on in today’s economy, planning for tomorrow won’t be easy.
Markets, tax increases, inflation, escalating geopolitical issues, and other factors are straining America’s retirees.this
Workshops focus on the latest strategies for reducing tax liability, protecting assets and generating income.
It will not survive regardless of market conditions.Connect assets, income and goals through sound finances
Advice and planning are the keys to success.

Successful investors focus on the following topics:

• Financial Planning: Worry less with a personalized financial plan that helps you reach your short-term and long-term goals.

• Retirement Income: Is It Enough? How can I earn more?Learn strategies to generate more dividends
and income from investments.

• Tax Efficient Investing: Is Converting to Roth Right for Me? How Can I Deploy to Keep More of My Assets?
Would you like to increase your income by paying less taxes and increase your income?

• Taxes: Discover action steps to reduce your taxes and strategize now for when you need RMD
From IRA and 401k plans.

• Estate Planning: Protect assets and plan estates through wills, trusts, and other strategies.learn about
Why you need a real estate plan.

*Strategy targeted at investors with $500,000 investable assets.

Janie Montgomery Scott, LLC. Member FINRA, NYSE, SIPC. For more information about Janney, see her Janney’s Relationship Summary (Form CRS) at It details all material facts regarding the scope and terms of our relationship with you and potential conflicts of interest. The concepts described here have legal, accounting, and tax implications. Neither Janney Montgomery Scott LLC nor its financial advisors provide tax, legal, or accounting advice. For advice regarding your specific situation, please consult an appropriate professional. The event is not sponsored or endorsed by the restaurant. The views, information or opinions expressed during these events are solely those of the presenters and do not necessarily represent those of the restaurant and its employees.

Janie Montgomery Scott, LLC,

12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and
20 Montchanin Rd., Ste 120, Greenville, DE 19807.

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