Fri, Jun 7th
5:00 PM
Impacting Your Money. Impacting 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:
- America’s National Debt & Deficit – How might this looming problem impact your retirement?
- The Economy – Will inflation and rising costs cripple the economy and trigger a recession?
- Market Conditions – How have markets performed in past election years? What can we learn?
- Social Security – Could funding shortfalls cause your benefits to be slashed or eliminated?
- Longevity Risks – Will you outlive your money? Who will take care of you if your health fails?
- Inflation – How much purchasing power do you stand to lose in the next 5, 10, 20 years?
- Retirement Income – How can you generate income that is both predictable and dependable?
- Taxes – Will our exploding debt cause policymakers to increase taxes? What steps can you take now to
RSVP today to uncover the opportunities some advisors may miss due to a narrow focus on your investments.
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.
