Join us for a Post-Election Discussion on Taxes, Market Volatility, and New Legislation to help you Shape your 2025 Financial Strategies.

If you are like most retirees, you have built up your retirement savings in plans like IRAs, 401(k)s, 403(b)s, and TSP plans not knowing that these could be potential ticking tax time bombs waiting to go off.

Join Danny Philipi of JC Grason as he helps you figure out the new tax and retirement risks you may face and what to do about it while there’s still time.

Topics That Are Commonly Discussed Include:

• Tax Cuts Set to Expire After 2025: Assessment and action steps to consider implementing now.
• Market Volatility: Why it could potentially play a bigger role than the rate of return you earn on your retirement portfolio.
• Inflation and Cost-of Living: Ways to help protect your retirement assets from inflationary impacts.
• Income Streams: Generating reliable and predictable income to last your lifetime.
• America’s National Debt & Deficit: Ways this looming problem could impact your retirement plan.
• Tax Efficient Strategies: Why taxes may be the biggest retirement risk many haven’t planned for.

Check in at 4:45 PM | Seminar starts promptly at 5:00 PM

Dinner served at 6:15 PM | Performance starts at 7:30 PM

Adult first-time attendees only, please. For ages 50+. Seating is limited.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.