
Description
You and a guest are cordially invited to an informational Lunch and Learn for area residents who are retired or planning to retire soon. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Benjamin Barning, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement.
Best of all, you will leave with information designed to help you act immediately, such as:
• Strategies to position your assets to help minimize inflationary and looming Bear market
recession threats to your nest egg and income.
• How to maintain your purchasing power in retirement, despite rising inflation.
• Ways rising inflation will impact your retirement and how to adjust NOW.
• What safeguards you can put in place to weather stock market volatility.
• How do you keep up with 8.3% inflation without taking too many risks?
• How to help generate income and build an investment portfolio in inflationary times.
• How do you outpace growing inflation and taxes?
• Getting a second opinion – why getting a second opinion may be one of the most important financial decisions of your life.
After this informative presentation, enjoy a complimentary lunch on us.
Secure Act 2.0...Click here for a clear timeline covering a few of the major provisions of the new law.
Date and Time
Wed, Sep 27, 2023
1:00p - 2:00p EST