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2025 Economic Pitfalls and Opportunities

Can you protect your assets from inflationary impacts?

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What You'll Learn

  • 2025 Market Outlook: Looking at the economy ahead, tax rates, national debt, and interest rate policies. What does it mean for you?
  • Market Volatility: How will potential tariffs, trade wars, and inflation affect your portfolio?
  • Comprehensive Income Planning: Generating reliable and predictable income streams to last your lifetime.
  • Maximizing Social Security and Medicare Benefits: How and when to make the most of your benefits and your spouse’s future.
  • Tax Reduction Strategies: Your options to save as much as possible in taxes.
  • Estate Planning: Securing your legacy amid current tax thresholds and inheritance laws.

Featured Speakers

Jon Maxson, CEO; Dan Benson, Exec. VP; and Pete Benson, Senior Partner

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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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