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JOIN US FOR A COMPLIMENTARY PRESENTATION

RETIREMENT SUCCESS IN 2024 AND BEYOND Steps You Can Take in the New Year, that can Positively Impact your Portfolio!

Dinner Presentation For You and an Adult Guest

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What You'll Learn

Tax Alert: Are your retirement accounts infected with taxes?
Inflation: Will the rising cost of goods and services impact my spending money?
Roth Conversions: Does it make sense for me and my family?
Retirement Income: What can I do now so that I won’t outlive my money?
Volatile Markets: How do I protect myself during an unstable market?
Recession: How can I plan now for future economic downturns?

Featured Speaker

John Merkel

We look forward to sharing with you how we helped our clients prepare for retirement, even in a time of so much uncertainty! With the NEW YEAR here, and a NEW CRISIS popping up everyday on the news, we think it's important for you to know that by taking the right steps you can still have a Successful Retirement!