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?
Date and Time
Tue, May 25, 2021
6:00p - 8:00p EST
The Common Man Restaurant
if using a GPS, please enter Gulf Street for accurate directions.