JOIN US FOR A COMPLIMENTARY PRESENTATION

ROADMAP TO RETIREMENT

Navigating Your Financial Journey

Click here to view a welcome message from Jon Maxson, CEO of Beacon Capital Management

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What You'll Learn

  • Election-Year Investing: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
  • Retirement Income: How much is enough? Learn strategies to generate predictable and dependable lifetime income.
  • Social Security: How to maximize your benefits and protect your spouse.
  • The Market/Volatility: Will your retirement income come up short if the markets drop sometime during your retirement?
  • Diversify Investments: Hedge against the impact of government money printing.
  • Tax-Free Income: Learn what tax-saving opportunities are available to you and how to potentially eliminate taking Required Minimum Distributions (RMDs) at age 73.

Featured Speakers

Jon Maxson, Dan Benson CFP®, and Pete Benson

We have worked with many residents of Tennessee over 20 years. Our relationship started the same way…We invited them to one of our local events just like this one at Sperry's Restaurant. Those Folks had the same concerns that you do about retirement. Are my taxes going to go up? | Will I outlive my money? | Will healthcare costs keep rising? Come enjoy this complimentary dinner and presentation, so you can learn little-known strategies that other successful families are utilizing on the path to a safe and secure retirement.

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This event is best suitable and intended for those who are 45 years of age or older AND have at least $100 thousand or more in savings. This event is for first time attendees, if you have attended in the past, please call our office prior to registration. 615-224-9794