Planning the Retirement You Deserve – Dinner Presentation

(Doors open at 5:45 PM)

Join us for an enjoyable and informative evening where we’ll discuss crucial strategies that may help you retire with confidence in an ever-evolving retirement landscape. Seats are limited – reserve your spots today!

Topics We’ll Cover:

• Tax and retirement-income considerations
• Key factors in preserving your retirement savings
• Planning for unexpected events
• Inflation’s impact on purchasing power
• Social Security timing and benefit considerations
• Foundational estate-planning concepts to review

**This information-packed presentation is best suited for those who have saved $250,000 for retirement and are at least 55 years of age. We kindly request that all non-spousal guests be at least 55 years of age.**

Please note: There will be no alcohol served or permitted before and during the presentation. Late arrivals may not be admitted and may be rescheduled for a future presentation. If you’ve attended one of our dinner presentations in the past, we encourage you to consider scheduling a one-on-one meeting with one of our advisors.