You’ve worked hard and invested carefully to ensure a retirement on your terms. But how can you be sure that it will be the same retirement you had always envisioned?

With heightened global market volatility and slower economic growth expected, even high net worth investors are concerned about their portfolio’s ability to support their lifestyle throughout retirement. More than ever, investors like you need a financial game plan that is able to adapt and adjust to changes in tax laws, the financial markets and the economic climate.

Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn the latest strategies and gain tools that you need to protect your wealth from unexpected market swings, soaring inflation, and new tax policies.

Several topics to be discussed:

• How world affairs affect your financial affairs!
• Why taxes may be the biggest retirement risk you haven’t planned for.
• The new normal – A review of where things could go from here and the key indicators to look toward.
• Howtoidentifytherighttaxchoicestodaythatcanpotentiallysaveyouhundredsofthousandsof dollars in retirement.
• How to help maximize your Social Security benefits and minimize taxes.
• Learn about the possible exposure you have in the market.
• How to help preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.

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.