TODAY’S RETIREMENT CHALLENGES:
Where Do the Markets & The Economy Go From Here?
These informational and entertaining events are by invitation only. We are expecting a capacity audience and seating is limited, so please guarantee your reservations by calling 931-484-4911, or emailing email@example.com.
Topics to be discussed:
- Protect your principal against market volatility.
- How to position your assets to help minimize taxes, fees and losses, and maximize income.
- Shifting from accumulation to income and preservation of assets.
- How do you create a stable, predictable income for life?
- What should I do with my IRA, 401k, 403b or lump sum pension distributions?
- Can I avoid financial challenges unexpected health care costs may create?
- Wills and trusts – updating these and other important legal documents.
- What you need to know about when to take Social Security and how your benefits are taxed.