Navigating a Volatile World

Financial Solutions for Retirement

You and a guest are cordially invited to an informational breakfast or dinner event for area residents who are
retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There
is no obligation, and nothing will be sold at this event. Enjoy a complimentary breakfast or dinner after
the presentation.

We will be discussing:
– RISING INFLATION: Learn how it’s shaping current investment strategies and what you should
expect in the future.
– STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting
your planned retirement date?
– SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
– TAX-REDUCTION STRATEGIES: Strategies to protect your retirement income from
potential tax increases.
– IRA WITHDRAWALS: How withdrawals from IRAs could cause you to lose up to one‑third of
your Social Security.
– RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed
income for life.
– THE SECURE ACT 2.0: New tax legislation could turn your IRA into a tax burden
for your beneficiaries.