We’ll be covering these important topics and much more at these complimentary dinner events:

1. Market Mayhem & Your Nest Egg – How Iran’s Escalation and
   Middle East Volatility Could Rewrite Retirement Strategies.
2. 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.
3. The Economy – Will sweeping changes to trade policy
   and tariffs further reduce your buying power and alter the
   retirement lifestyle you’ve planned for? Do you have a plan to
   lessen the impact?
4. Legacy – Have you thought about how leaving assets to heirs
   could trigger unexpected taxes?
5. Social Security – Are there new claiming strategies or tax
   implications that you could benefit from?
6. Longevity Risks – Will you outlive your money? Who will take
   care of you if your health fails?
7. 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?
8. Retirement Income – How can you generate a lifetime income
   that is predictable and dependable?