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TAX ALERT 2024:POTENTIALLY HIGHER TAXES, INFLATION AND STOCK MARKET VOLATILITY

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Tue Apr 30
Mill Falls at the Lake
6:00pm Eastern - 312 Daniel Webster Highway Meredith, NH 03253
This Event Is Full This Event Has Already Taken Place
Thu May 2
Mill Falls at the Lake
6:00pm Eastern - 312 Daniel Webster Highway Meredith, NH 03253
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • HIGH 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 IRA’s 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 2023 tax legislation could turn your IRA into a tax burden for your beneficiaries.
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Featured Speaker

Sean Tole

Sean is a financial advisor with more than 25 years of experience in investment and retirement planning. He is a graduate of Fordham University with a B.S. degree in Business Administration and Finance. Sean has previously passed the FINRA Series 7, 63 and NFA Series 3 exams, and currently holds the Series 65 license. Additionally, he holds Life and Health Insurance licenses. Sean spent the last 20 years of his career representing several of the most respected investment management firms in the U.S. and Europe. With the comprehensive investment and capital markets knowledge he has developed over his career, Sean understands the importance of proper financial planning and execution. Sean works one-on-one with clients to fully understand their unique situations to help them construct sound financial retirement plans.

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