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.

The 2025 year is set to bring BIG changes to retirement in America.
New legislation affecting retirement accounts, proposed tax law changes, and potential
market volatility make planning ahead more important than ever.

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.