NavStar Financial Services

Contact Us Today!

NavStar Financial Services

219 Williamson Rd.
Suite 2202
Mooresville, NC 28117

704 663 7482


Financial Survival in Retirement Workshop

What You Need to Know Before and During Retirement

Income and Tax Strategies

  • Where will my income come from?
  • How can I make sure it continues for the rest of my life?
  • Social Security strategies and best practices to get the most $ over your lifetime.
  • Reducing your taxes on your Social Security benefits.
  • Efficient ways to reduce taxes on IRA and 401-k distributions while living.
  • Efficient ways to pass along IRA’s and 401-k’s at your passing.
  • How will my family’s income and lifestyle be affected when I die? 

Healthcare Catastrophe

  • What is Medicaid planning and why you should care?
  • Alternatives to traditional long-term care insurance.
  • Who decides about your care? You, or the State? Your decision timeline


  • Is Buy and Hold the only way?
  • Managing risk in these volatile economic times.
  • Absolute versus Relative Returns.
  • “Peace of Mind” investing

Taxes and Your Estate

  • Planning for YOUR retirement...not Uncle Sam’s.
  • Understanding the rules for taking distributions from your IRA or 401-k.
  • Protecting your retirement assets from your child’s creditors and ex-wives, etc.
  • Why convert a traditional IRA to a Roth?
  • What are the essential legal documents that I must not overlook?
  • Do I need a Trust?

Other Topics

  • Is it possible to retire “tax-free?”
  • The 5 biggest retirement mistakes
  • Advanced estate planning

Learn what you need to know without leaving the comfort of your home. Held each Monday evening from 6:30-7:30

Sign up now to attend this weekly Webinar!