Date:
June 28, 2022
Time:
6:30 pm - 8:30 pm
Join us for a COMPLIMENTARY DINNER PRESENTATION.
RETIREMENT OUTLOOK 2022
New Wealth Management Strategies for Today’s Turbulent Times
Event discussion highlights include:
- GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
- INFLATION: Will your investment yields be able to keep up with rising inflation?
- IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.
- STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.
- RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?
- LEGACY PLANNING: What happens to your family when something happens to you?
- ASSET PROTECTION: Are there options to protect your money from nursing homes without buying insurance or an irrevocable trust where everyone qualifies?
- SOCIAL SECURITY: Important changes and strategies to help maximize benefits for you and your spouse.
Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!
Tuesday, June 28th @ 6:30 PM
Where: Sullivan’s Steakhouse
5252 Corporate Blvd.
Baton Rouge, LA 70808
***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
By submitting your contact information, you consent to be contacted regarding retirements income strategies that utilize investments and insurance products.