Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Why Is Retirement Education Important?
This exclusive dinner event will review topics & strategies that will benefit retirees with $500,000 and above in investable assets.
These events are not for insurance agents, investment advisors, financial professionals.
Trump’s Tax Cuts Are Set To Expire At The End Of 2025 Unless Extended. Can Your Retirement Withstand Potential Higher Taxes?
With constant tax law changes, the shift toward employee-directed retirement plans, and the possible onset of widespread changes in the U.S. government, the need for sound retirement strategies have never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today look for capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk being among the many. This event is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
Unique Strategies You Will Learn...
Do you have a Roth IRA conversion Strategy? Not all are the same. Learn why.
Ways to lower expenses and fees on your portfolio.
Investing strategies in a Bull and Bear market.
Ways to Mitigate risk in your portfolio.
Ways taxes could change your retirement savings.
Secure Act 2.0 Estate changes
Upcoming Events:
South Carolina
Kentucky
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Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.