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Upcoming Events

Zuk Financial Group is focusing on providing workshop opportunities and events that aim to provide relevant information for each stage of your life.  Let us know which ones you might be interested in attending. Please feel free to bring a friend.

Taxes in Retirement

May 17, 2022 - 6:00pm

In our special event, Craig Miera of a Life Insurance Solution will discuss life insurance as a tax management strategy and Understanding Fixed Index Universal Life Insurance.

👉Click here for more information and to register! 👈

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.

Craig Miera and A Life Insurance Solution Group are not affiliated with or endorsed by LPL Financial or Zuk Financial

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Valley Wealth Strategies, a registered investment advisor. Zuk Financial and Valley Wealth Strategies are separate entities from LPL Financial.

The Cost of Health Care - TBD

Employer coverage may only last till you are 65. What are your options and how do you pay for it?

A Financial Primer for Millennials - TBD

Buying a Home, Addressing College Debt & Protecting Assets

Client Appreciation - TBD

Something fun and kid friendly this year!

Creating an Income Plan - TBD

Making your hard-earned money work harder for you. Legacy, philanthropy, or a self-focused retirement.