You and are cordially invited to attend a FREE DINNER Event at the Rolling Hills Country Club where we will share valuable information about planning for your retirement.

Join us for this unique and important event where you will learn:
• The One, Big Beautiful Bill Act: Are there any negative implications to your retirement savings? Could you be overlooking some of the new benefits it can provide you?
• Market Volatility: Discover factors that could impact the markets and how to help protect your portfolio from major losses.
• Inflation and Cost-of Living: Are you taking steps to help protect your retirement assets from inflation?
• 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?
• How the BIG money (Pension Funds/Endowments) structure their portfolios – and principles that may be worth considering.

Please arrive 15 minutes early so we can get everyone seated in a timely manner. Spots fill up quickly, so if you, as well as any friends or family would like to attend, please RSVP below to ensure your spot!