Perry's Steakhouse & Grille - Park District
Jan 6, 2026 | Jan 7, 2026 | Jan 8, 2026
6:30PM
No Cost Event
Dinner Seminar
2100 Olive St Suite #100, Dallas, TX 75201
The 2026 financial landscape presents unprecedented opportunities and challenges for retirees. With the Trump administration's executive orders opening 401(k)s to alternative investments including private equity and cryptocurrencies, healthcare cost surges outpacing inflation, and 77% of Americans becoming more risk-averse, pre-retirees and retirees must navigate a fundamentally transformed retirement planning environment. This seminar addresses critical questions: How do you protect and optimize your retirement income when the rules of the game have changed? What does democratized access to alternative assets mean for your portfolio? How can you safeguard your nest egg against policy uncertainty and market volatility while positioning yourself for growth?
Reserve Future Event Topic
Are alternative assets right for your retirement portfolio, or are they too risky? How do new 401(k) rules affect your asset allocation strategy? What planning strategies protect you from healthcare cost inflation that's outpacing general inflation? How can you reposition your portfolio to weather policy uncertainty and market volatility? What income strategies provide stability when Social Security's future remains uncertain? How to leverage tax-advantaged accounts in this new regulatory environment.
Alternative Assets in 401(k)s
Healthcare Cost Planning
Policy Risk Management
Income Stability Strategies
Portfolio Rebalancing
At this seminar, attendees will receive a comprehensive analysis of the 2026 financial landscape and its implications for retirement security. By examining the Trump administration's executive order on alternative assets, the surge in healthcare costs from sixth to second-highest financial concern, rising risk aversion among Americans, and potential Social Security reforms, attendees will understand how to navigate this complex environment strategically.
The seminar will provide attendees with evidence-based frameworks and actionable strategies to adapt their retirement plans to the new economic era. Attendees will learn how to evaluate alternative investment opportunities, plan for escalating healthcare expenses, manage policy uncertainty, and build resilient income streams that withstand market volatility and regulatory changes.
The seminar focuses on helping pre-retirees and retirees understand and navigate the transformed 2026 retirement landscape. It covers the Trump administration's policy changes, alternative assets in retirement accounts, healthcare cost management, market volatility, and strategies for building secure retirement income in uncertain times.
Attendees will learn how to evaluate new investment opportunities in alternative assets, protect against healthcare cost inflation, manage policy and market risks, optimize tax strategies under new regulations, and create sustainable income plans that account for Social Security uncertainty.
This seminar is designed for pre-retirees (within 5-10 years of retirement) and current retirees who want to understand how 2026's policy changes and economic conditions affect their financial security. First-time attendees only.
Attendees receive comprehensive guides on alternative asset evaluation, healthcare cost planning worksheets, policy risk assessment tools, and portfolio rebalancing frameworks tailored to the 2026 regulatory environment.
The seminar combines expert presentation with interactive Q&A sessions, allowing attendees to ask specific questions about their retirement concerns while enjoying a complimentary dinner at one of Dallas's premier steakhouses.
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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