The evening starts with a straightforward 45-minute talk on today’s retirement landscape, followed by a complimentary dinner and theatre performance—an opportunity to learn in a relaxed setting and enjoy a night out.

NEW YEAR, NEW RULES TO RETIREMENT

What you need to know in 2026 to help protect your retirement from new legislation, market volatility, tax updates, potential inflation, and more.

• The One, Big Beautiful Bill Act – Are there any negative implications to your retirement savings? Could you be overlooking some of the new benefits it can provide you?
• The Economy – Will sweeping changes to trade policy and tariffs further reduce your buying power and alter the retirement lifestyle you’ve planned for? Do you have any ways to lessen the impact?
• America’s National Debt & Deficit – How will this looming problem likely impact your retirement?
• Social Security – Are there new claiming strategies or tax implications that you could benefit from?
• Longevity Risks – Will you outlive your money? Who will take care of you if your health fails?
• Taxes – How might future tax hikes affect your retirement? Will you be left with enough money?
• Retirement Income – How can you generate lifetime income that is both predictable and dependable?

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Check in at 5:00 PM | Seminar starts promptly at 5:15 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.