JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

THE WARNING SIGNS OF AN ECONOMIC RECESSION ARE CREATING AN UNEASY FINANCIAL ENVIRONMENT

We're sorry - all events are now closed.

What You'll Learn

  • 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 help protect your retirement income from potential tax increases.
  • GETTING A SECOND OPINION: Why this may be your most important financial decision.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
  • THE SECURE ACT 2.0: New 2023 tax legislation could turn your IRA into a tax burden for your beneficiaries.

Featured Speaker

José Castañeda, RVP, Wealth Advisor

For over the past decade we have continued providing educational presentations all over the Dallas-Fort Worth Area. It has been our fiduciary mission and purpose to help others on their path to Economic Freedom™. Many attendees have had the same concerns you do about retirement. Join us for this event to hear how other's were able to ease their fears.

Privacy Policy | Terms and Conditions
RSVP.org is owned and operated by LeadingResponse, a BBB-accredited business.
Copyright © 2024. All Rights Reserved.

No obligation and for educational purposes only - Please no agents or brokers. All attendees must be over age 50. First time attendees only. This seminar is designed to provide general information on the subjects covered and should not be considered personalized investment advice or a recommendation to buy or sell securities. Financial decisions should not be made solely on the information provided during this seminar. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Mercer Advisors is neither a law firm nor a certified public accounting firm, and no portion of the content provided content should be construed as legal or accounting advice. You are encouraged to consult your tax advisor or attorney. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. CBS8 and 600 KOGO are not affiliated with, and do not endorse or sponsor this event nor the products or services of Mercer Advisors. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Global Advisors Inc. is registered as an investment advisor with the SEC.