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Wine, Wisdom & Food Experience® at Keith’s Young’s Steakhouse!


165 LA-21 70447
Madisonville, LA 70447 United States



August 5


6:30 pm - 8:30 pm

Tax Alert 2021:
The Key to Retiring in Today’s Economy
How to lower and even eliminate taxes in retirement. Get the answers to help manage your tax liabilities with a new administration.
  • Taxes in Retirement: The tax implications of a new president and why you should act now.
  • Required Minimum Distributions: How to develop an efficient distribution plan, that could save thousands in future taxes.
  • Investing in 2021: Tips on investing and measuring volatility this coming year.
  • Retirement Income: How to create a sustainable retirement income plan that includes replacing a spouse’s lost income.
  • Rising Healthcare Cost: Prepare for the high cost associated with Long-Term Care. How longevity can affect finances.
  • Social Security: When is the right time to start taking Social Security without potentially missing out on tens of thousands in benefits.
  • Mitigating Risk: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?
Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!
Thursday, August 5th @ 6:30 PM
Where: Keith Young’s Steakhouse
165 LA-21, Madisonville, LA 70447
***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***
We have limited seating, so call today to reserve your seat! 504-832-9200

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