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.