Description
This evening entails a dinner seminar, Navigating Your Nest Egg In a Volatile Market hosted & presented by Chase H. Grosse APMA®, CRPC® of Freedom Wealth Partners.
Important Education Topics we'll discuss:
✓ New Laws – How will Secure Act 2.0 and new tax laws affect you.
✓ Tax Reduction – Create a strategy to minimize income losses before and during retirement.
✓ Don’t Outlive Your Money – Understand how to implement a financial strategy that provides retirement income, without the risk of out living it.
✓ Risk Tolerance – Discover new financial instruments that minimizes the downside of market exposure.
✓ Legacy Planning – Learn strategies to ensure your beneficiaries will receive exactly what you intended.
✓ HealthCare – Prepare for the future by learning about long-term care and healthcare options.
Date and Time
Tue, Jan 23, 2024
6:30p - 8:30p EST