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How Will Taxes, Inflation, Market Volatility, And NEW LEGISLATION Affect Your Retirement?

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What You'll Learn

  • ELECTION-YEAR INVESTING: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
  • SAVVY TAX PLANNING: Explore strategies to safeguard your retirement from the negative impact of tax hikes and new legislative changes.
  • INFLATION: Steps you can take now to protect your retirement assets from the impacts of inflation.
  • MARKET VOLATILITY: Is your retirement portfolio positioned correctly for a potential market drop? Learn strategies to help grow and protect your money!
  • LIFETIME INCOME: Discover how to create reliable retirement income that you can’t outlive!
  • SOCIAL SECURITY: The future for Social Security, and strategies to maximize your monthly benefits.

Featured Speaker

Curtis James

Bear Market Financial Services is led by Owner and President Curtis James. With over a decade of experience in the insurance and financial services industry, Curtis believes in a straightforward, direct and crystal-clear approach when working with clients about proven retirement strategies.

Curtis founded Bear Market Financial Services, LLC with the objective of helping clients confidently pursue the simple, comfortable retirement they envision. His mission is to assist you in achieving the retirement you deserve through a personal approach focused on getting to know your unique goals, situation and attitudes about risk.

Born and raised in Minnesota, Curtis loves spending time with his wife, Lauren, and is the proud father of an amazing daughter, Taya. He enjoys going to church, spending time outside with family, grilling, trying new restaurants, and supporting Minnesota sports teams.

Curtis is a licensed insurance producer in Minnesota and earned his bachelor’s degree in Business Administration from the Opus College of Business at the University of St. Thomas.

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