Are you prepared for the challenges that lie ahead in 2025 and beyond?

Please join local retirement professionals, Phil Cooper and Kendall Stahl, for an informative dinner program designed especially for individuals, couples or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn potential strategies and gain tools that you need to protect your wealth from unexpected market swings, historically low-interest rates, and new tax policies.

Join us to learn about these important retirement issues, including:

• Tax Reduction: Create a strategy that seeks to protect your income and investment, even with changing tax laws.
• Don’t Outlive Your Income: Understand how to implement a financial strategy that provides retirement income without the risk of outliving it.
• Risk Tolerance: Discover new financial instruments that seek to minimize the downside of market exposure.
• Social Security: Will Social Security be there for me? How can I help maximize my benefits?
• Retirement Income: How to approach planning for your income if you are nearing retirement.