You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY COMPLIMENTARY. There is no obligation, enjoy a complimentary dinner on us.
Discover how market volatility, increasing taxes, inflation, and government spending may reduce your retirement savings and investments if you’re not prepared. Garret Hanson and Nicolas Sudderth, local financial planners, will help enlighten and empower you so you have the confidence to make sound financial decisions. Join us to discover strategies you can act upon immediately such as:
- Inflation Reality: With inflation running hot your current dollars could be worth much less
in the future. Strategies you can use today for this long term issue! - Tax-Efficient Strategies: Why taxes may be the biggest threat many haven’t planned for in retirement.
- Social Security: Will Social Security be there for me? How can I maximize my benefits?
- Your 401(K) and IRA: Are you among those who are making huge tax mistakes on your 401(k) and IRA?
- Long-Term Care: Strategies that could protect your retirement without paying insurance premiums.
- Retirement Income: Will you have enough? Learn strategies to help generate income.
- Mitigating Risk: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?
- SECURE Act 2.0: Could it increase the taxes you are paying now and the taxes you will be paying in retirement?
We look forward to seeing you there!
To register fill out the form today!
