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Retirement and Estate Planning Workshop at The Pump House

                                                                        

Discover How The New SECURE Act, 2020 Elections, and Global Events Could Affect Your Retirement and Estate Plan  Dinner Event Highlights:              

✓ The SECURE Act – This new law made sweeping changes to existing retirement rules. How will this new law affect your retirement plans?  

 

✓ Taxes – Can you transfer assets to your family, friends, or charity without losing a huge portion to taxes? 

 

✓ Legacy Planning – How will rising medical expenses and extended care costs affect your finances?

 

✓ The Markets – Will your retirement income come up short if we see a bear market in the near future?                      

 

A Successful Retirement Doesn’t Happen by Chance. It Happens by Making Informed Decisions and Being Proactive in Getting the Latest Information.

 

Monday, March 23rd or Tuesday, March 24th  at 6:30pm

Reach out to our team at 704-556-1388 if you're interested in attending.