The Palm - Downtown Houston
Feb 6, 2024 | Feb 7, 2024 | Feb 8, 2024
6:30 PM
No Cost Event
Dinner Seminar
1201 Fannin St Suite 129 Houston, TX 77002
This seminar delves into the current economic environment and how it may impact your retirement plans. We will cover topics such as record inflation, the exploding national debt, the potential of rising taxes, the risks of a devastating war, and managing finances in a post-pandemic economy. Attendees will gain a better understanding of the current economic landscape and strategies for protecting their finances and retirement plans from potential negative impacts. It will provide them with resources and actionable steps to manage and protect their retirement savings in the face of current challenges.
Reserve Future Event Topic
Where can you put your money now to protect it from Uncle Sam and future tax hikes? Market Volatility. What investment strategies can you use now to protect yourself and profit? Retirement Income: How much money can you safely withdraw from your investments and retirement accounts each year without running out of money? Tax traps that might not be evident to you with your Social Security and Medicare plans. How to best leverage your taxable, tax-deferred, and tax-free assets
Tax Planning
Market Volatility
Investment Strategies
Retire Income
Social Security
At this seminar, attendees will be presented with a thorough examination of the current economic climate and its potential impact on their retirement plans. By delving into a range of topics such as record inflation, the growing national debt, the risk of rising taxes, the threat of war and the challenges of a post-pandemic economy, attendees will gain a deeper understanding of the current economic landscape and strategies for safeguarding their finances and retirement plans.
The seminar will provide attendees with valuable resources and actionable steps to safeguard their retirement savings in light of the present challenges. Attendees will also learn about key subjects such as tax planning, investment strategies, retirement income management and how to effectively use various types of retirement accounts.
The seminar is focused on helping individuals understand the financial challenges in retirement and navigate the complex financial landscape of retirement. The seminar covers topics such as inflation, debt, taxes, the pandemic, and global events and their impact on retirement.
Attendees will gain a deeper understanding of the current economic environment and strategies for protecting their finances and retirement plans. They will learn about tax planning, investment strategies, retirement income management, and effective use of various retirement accounts.
The seminar is designed for both individuals nearing retirement and those who are already retired.
Attendees will receive valuable information and actionable steps to help them manage and protect their retirement savings in the face of current challenges. They will leave with a better understanding of the current economic landscape and strategies for safeguarding their finances and retirement plans.
The format of the seminar is lecture-based and includes expert guidance and examples to help attendees gain a deep understanding of the subject and learn strategies for managing risk, generating income, and preserving assets.
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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