PLAN WELL, RETIRE WELL: Learn How Inflation and Market Volatility Have Changed How You Should Look at Your Retirement
You’ve worked hard. If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to get prepared. You and a guest are invited to join us for an evening of enlightenment and a complimentary dinner hosted by Brian Wolfe, a local Investment Advisor Representative.
During this event you’ll learn techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will also leave with valuable information you can act upon immediately.
Here are a few of our most popular topics:
• TAXES: Creative ways to use the new tax code before taxes are increased due to Government spending.
• GLOBAL EVENTS: Interest rates & geopolitics have changed investing in 2023. Make sure your portfolio is not obsolete.
• ESTATE PLANNING: Are your legal documents in order? Learn how to protect & transfer your wealth tax efficiently.
• LONGEVITY RISKS: Will you outlive your money? What’s your plan when your health fails?
• 7 KEY RISKS TO YOUR RETIREMENT PLAN: Do not miss how to avoid these retirement pitfalls.
Enjoy a complimentary dinner & insightful presentation! Reserve your spot today!