JOIN US FOR A COMPLIMENTARY PRESENTATION

THE 2026 TAX SHIFT: IS YOUR RETIREMENT READY?

What the 2026 Tax Changes Could Mean for Your Money—and What You Can Do Now!

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What You'll Learn

  • The One, Big Beautiful Bill Act – How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
  • The Economy - Will sweeping changes to trade policy and tariffs further potentially reduce your buying power and alter the retirement lifestyle you’ve planned for? Do you have a plan to lessen the impact?
  • Legacy - Have you thought about how leaving assets to heirs could trigger unexpected taxes?
  • Social Security – Are there new claiming strategies or tax implications that you could benefit from?
  • Longevity Risks - Will you outlive your money? Who will take care of you if your health fails?
  • Taxes - How might future tax hikes affect your retirement? Do you know how your Required Minimum Distributions (RMDs) might push you into a higher tax bracket?
  • Retirement Income - How can you generate a lifetime income that is predictable and dependable?

Featured Speaker

Curtis James

You’ve worked hard. If you are retired or nearing retirement, timing is everything. Another big drop in the market could be devastating to your retirement plan and lifestyle. It’s time to get prepared. You and a guest are invited to join a few other select guests for an evening of enlightenment and a complimentary dinner hosted by myself and our team. During this event you’ll discover techniques and strategies to help you preserve your capital, solidify your income streams, combat risk and optimize tax liabilities through tax-efficient Financial Advisor strategies. You will also leave with valuable information you can act upon immediately.

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement. Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. Reservations are not confirmed until you speak with a Bear Market staff member. All content is for informational purposes only. Not intended to provide any tax or legal advice or provide the basis for any financial decisions. Not affiliated with the Social Security Administration or any Government agency. Bear Market Financial Services, LLC reserves all rights of refusal. NO Agents or Brokers allowed. Must be 40 years or older. This seminar is sponsored by Bear Market Financial Services. The information provided to you does not constitute an offer or solicitation for the purchase or sale of any financial instrument or security. All materials provided to you are for informational purposes only and may not be construed as legal or tax advice. The recipient must at all times rely on the recipient’s own independent counsel for legal and tax advice. The trademark for Bear Market Financial Services are associated with the respective product company. This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Bear Market Financial Services is not affiliated with or endorsed by the U.S. Government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Curtis James or Bear Market Financial Services is stated or implied. 4894299-10/25