The Capital Grille - Buckhead Village
Jan 20, 2026 | Jan 21, 2026 | Jan 22, 2026
6:30PM
No Cost Event
Dinner Seminar
255 East Paces Ferry Rd NE, Atlanta, GA 30305
Healthcare costs have surged to become the second-highest financial concern for Americans, while 66% worry about retirement income amid economic uncertainty. With potential Social Security reforms, the elimination of taxes on tips and overtime affecting trust fund solvency, and 40% of Americans in their 40s doubting Social Security's future availability, the need for proactive retirement planning has never been more critical. This seminar provides evidence-based strategies to safeguard your retirement against healthcare expenses that rise faster than inflation, navigate policy changes that could reshape Social Security, and protect your portfolio from market turbulence. Learn how to build a resilient retirement plan that withstands these converging challenges.
Reserve Future Event Topic
How much should you budget for healthcare in retirement when costs are rising faster than inflation? What strategies protect your income if Social Security benefits change or are reduced? How do you rebalance your portfolio to manage increased market volatility without sacrificing growth? What insurance solutions address long-term care costs that can devastate retirement savings? How can you create multiple income streams to reduce dependency on any single source? What tax-efficient withdrawal strategies maximize your retirement income?
Healthcare Cost Management
Social Security Optimization
Market Risk Mitigation
Income Diversification
Tax-Efficient Withdrawals
At this seminar, attendees will gain a deep understanding of the three critical challenges facing retirees in 2026: accelerating healthcare costs, Social Security uncertainty, and heightened market volatility. By examining recent research showing healthcare as the second-highest financial worry, policy proposals affecting Social Security solvency, and Americans' increasing risk aversion, attendees will learn how to build comprehensive protection strategies.
The seminar will equip attendees with practical frameworks for estimating lifetime healthcare costs, optimizing Social Security claiming strategies under various policy scenarios, implementing volatility-resistant portfolio structures, and creating resilient income plans. Attendees will leave with actionable steps to protect their retirement security against these converging threats while maintaining growth potential for long-term financial independence.
The seminar focuses on the three critical challenges facing 2026 retirees: rapidly rising healthcare costs, potential Social Security reforms and uncertainty, and increased market volatility. It provides comprehensive strategies for protecting retirement security against these interconnected risks.
Attendees will learn evidence-based methods for projecting and funding healthcare expenses, optimizing Social Security benefits under different policy scenarios, building volatility-resistant portfolios, creating diversified income streams, and implementing tax-efficient withdrawal strategies that maximize retirement income.
This seminar is designed for individuals nearing retirement (within 5-10 years) or currently retired who are concerned about healthcare costs, Social Security changes, and market volatility impacting their retirement security. First-time attendees only.
Attendees receive comprehensive planning tools including healthcare cost estimators, Social Security optimization calculators, portfolio volatility assessment frameworks, income diversification worksheets, and tax-efficient withdrawal strategy guides.
The seminar features expert presentation of research-backed strategies combined with interactive discussion and Q&A, allowing attendees to explore how these issues specifically affect their retirement plans while enjoying complimentary dinner at Atlanta's premier Buckhead steakhouse.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
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