Special Dinner Event: Plan Well, Retire Well (10/15)

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

THIS EVENT IS FULL. To RSVP to our event on Thursday, October 17th, please click here.

Come and learn how to plan well so you can retire well at this educational event hosted by Andrew Rafal, President and Founder of Bayntree Wealth Advisors in Scottsdale. 

We will discuss strategies to help you increase your income, reduce your taxes and ensure you have the income you need to support your lifestyle in retirement.

Topics to be discussed:

  • How to make the right choices with your Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
  • How to protect yourself from the four biggest risks to a secure retirement
  • How to capitalize on proven tax reduction strategies related to your retirement income
  • How to create a solid income strategy for retirement

There is no cost or obligation, and nothing will be sold. The information contained at the workshop is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information provided at the workshop.

Bayntree Wealth Advisors is not affiliated with the U.S. government or any governmental agency, including the Social Security Administration.


Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016


Tuesday - October 15th, 2019


6:00 p.m. to 7:00 p.m., dinner to follow


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