or Call 800-429-9131

Elegant Evening

1401 Morris Road

Blue Bell, PA 19422

Normandy Farms Signature Crab Cakes

Wine & hors d’oeuvres 

served at 5:00pm 

Hosted by Lisa Barram, a member of the Ed Slott Elite IRA Advisor Group

Dinner & Dessert will be served after the presentation.

Kindly RSVP


Tuesday, August 8th, 2017

Crispy Chicken Florentine

For An

Cabernet Braised Beef Short Rib

 Presentation starts promptly

 at 6:00pm

Followed by a Specialty Dessert Station

Ed Slott delivers an empowering and eye-opening experience!

Your Plan, NOT the Government Plan

This is a totally unique, entertaining and educational presentation for people who have spent a lifetime saving for their retirement and now need to know how to protect those savings from taxes.

The program focuses on creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.

It’s how much you keep that counts – AFTER taxes, and IRA Expert, Ed Slott shows you how to keep more and pay less. He combines his extensive IRA tax knowledge with humor and stories that everyone can relate to. You will reap substantial benefits instantly.

Ed Slott Live!

“Taxes will be the single biggest factor that separates people from their retirement dreams.” – Ed Slott

Move Your Retirement Funds from Forever Taxed to Never Taxed

Questions and Answers with Ed Slott

 & Complimentary Book Signing

  • Use it, Leverage it or Lose it to future taxes
  • Retirement savings now make up a substantial portion of a person’s net worth--- but these funds have not yet been taxed - Learn what to do NOW to reduce or eliminate the big tax hit later
  • The missing estate plan – Do you have an exit strategy?
  • How to avoid the most costly tax traps
  • Why IRAs are often ignored in the typical estate plan
  • How to avoid the big "stealth taxes” that can quickly wipe out your savings

Topics to be Discussed

  • The single biggest benefit in the Tax Code – How to make it work for you!
  • Who is most at risk of losing their IRAs to needless taxes?
  • The latest tax rules you can take advantage of

The Best Part!

  • Roth IRA conversions- should you or shouldn’t you?

Ed answers your toughest IRA and retirement tax questions!

  • The importance of the beneficiary form and how to keep it up to date – PLUS-  --What your beneficiaries need to know
  • Reasons why people procrastinate when it comes to tax and estate planning --- and how to get YOUR plan started now!

RSVP above or call 800-429-9131

Lisa Barram is a member of the Ed Slott Elite IRA Advisor Group and an experienced insurance and financial professional specially trained in retirement planning, providing her clients with safe money solutions, tax-free retirement strategies, social security maximization planning, income for life, and affordable alternatives to expensive traditional long-term care insurance.