JOIN US FOR A COMPLIMENTARY PRESENTATION

THE ONE, BIG BEAUTIFUL TAX BILL

HOW WILL THIS IMPACT YOU, YOUR FAMILY, AND LOVED ONES FOR YEARS TO COME

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What You'll Learn

  • Retirement Income: Approaches to help support consistent income in retirement.
  • Market Volatility: Post-election market reactions and what that means for your long-term strategy.
  • Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
  • Healthcare Costs: Will there be increases and how much can you really expect to pay?
  • Estate Taxes and Legacy Planning: Securing your legacy for generations

Featured Speaker

The Financial Planning for Seniors Team

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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