Mon, Feb 22nd, 2021
6:30 PM
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION.
New Year, New Rules to Retirement
The New Year is set to bring BIG changes to retirement in America. New legislation affecting retirement accounts, proposed tax law changes, and potential market volatility could make planning ahead more important than ever. Join Danny Philipi and his team for a complimentary dinner seminar to learn how they’re helping today’s retirees protect their assets from market volatility, mitigate risk, reduce their tax burden, and help create reliable income – regardless of the changes ahead.
We will discuss the following and more:
- Retirement Income: Why it can be important to have a written income plan and not just a portfolio?
- Tax Proposals: What do the proposed changes potentially mean for you?
- State of the Economy: Could your assets potentially be at risk?
- New Rules to Retirement: Could new legislation potentially impact your strategy?
- Market Volatility: With the current state of the world, what are options to help financially protect yourself moving forward?
Seating is limited in observation of the social distancing guidelines, so please reserve your space now.
THE WHITE LINEN
3-Course Meal with Wine Pairings
Seating is limited.
RSVP today to uncover the opportunities
some advisors may miss due to a narrow focus on your investments.
Check in begins at 6:15 PM | Seminar starts promptly at 6:30 PM.
Dinner is on us and there is no obligation. Adult first time attendees only, please. For ages 50+.
Your safety is our #1 concern. Seating is limited to 16 reservations in abidance with safety guidelines.
