Our team of advisors will cover various topics including:
Taxes- Are there investment strategies that can reduce your tax burden?
How to protect your assets from market downturn.
Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?
IRA/401K management- What are your options if you have recently left your employer or experience losses? Is a rollover or conversion an appropriate option for you?
Inflation- How much purchasing power could you lose in the next 5, 10, or 15 years?
Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from and independent professional.
Date and Time
Thu, May 20, 2021
6:00p - 8:00p EST
The Common Man Restaurant
If using GPS please enter Gulf Street for accurate directions