WHAT THE BIG BEAUTIFUL BILL MEANS FOR YOUR RETIREMENT!

Join us for this unique and important dinner 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 protect your portfolio from major losses.
• Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
• 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.

When it comes to retirement income, growth, and wealth preservation planning, you may not be able to predict the future, but you can inform yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register below!