Planning the Retirement You Deserve – Dinner Presentation

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:

• New-year 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.