
Fri, May 30th
5:00 PM
Discover How Tariffs, Trade Wars, and Changes To The U.S. Tax Code Could Impact The Economy, The Markets And Your Retirement.
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: What happens now to the Trump Tax Cuts that were supposed to expire in 2025?
- Market Volatility: Post election market reactions and what that could mean for your long-term strategy
- Inflation: Ways to help protect your retirement assets from inflationary impacts
- Retirement Income: Generating reliable and predictable income to last your lifetime
- Estate Taxes And Legacy Planning: Strategies to help secure your legacy for generations to come
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.
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