SCHEDULE YOUR REVIEW

Location:
Tommy Bahama
15205 N Kierland Blvd # 100
Scottsdale, AZ 85254

During this educational dinner event, Jeff will address key questions facing today’s retirees and pre-retirees — including an important look at The Truth About Annuities: what they can do, what they cannot do, and when they may or may not belong in a retirement plan.

TOPICS DISCUSSED AT THIS EVENT:

• THE TRUTH ABOUT ANNUITIES: Understand the different types of annuities, their benefits, costs, and guarantees — and questions worth asking before purchasing or replacing one.
• DOES YOUR CURRENT ANNUITY STILL FIT?: Learn what to review when evaluating whether your annuity still aligns with your income needs and retirement strategy.
• CREATING RETIREMENT INCOME: Explore approaches for turning savings into an income strategy that supports your lifestyle throughout retirement.
• TAXES, RMDs & YOUR RETIREMENT SAVINGS: Learn how withdrawals, RMDs, and account types can affect your taxable income in retirement.
• MARKET RISK AFTER RETIREMENT: Understand why market losses affect you differently once you begin taking withdrawals—and why retirement may call for a different approach to risk.
• INFLATION & LONGEVITY: Consider how rising living costs, healthcare expenses, and a retirement spanning decades may affect the income you need.
• BRINGING THE PIECES TOGETHER: Learn why investments, income, taxes, Social Security, and other decisions should be part of one coordinated strategy.
• RETIREMENT HAS CHANGED. HAS YOUR PLAN?: Retirement plans need regular reviews because life, taxes, markets, and needs constantly change — what worked five years ago may not fit your situation today or tomorrow.

*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

REGISTER HERE

How will sweeping changes to global trade policies and the U.S. Tax Code, affect the economy, the markets and YOUR RETIREMENT?

Location:
Fleming’s Prime Steakhouse – 6333 N Scottsdale Rd, Scottsdale, AZ 85250

Now, more than ever, it is important to educate and empower yourself to make informed decisions with your hard-earned dollars.

Join us as we discuss these timely topics and more:

• NEW TAX LAWS & YOUR RETIREMENT INCOME - Understand how recent and proposed tax changes impact Social Security, pensions, and retirement withdrawals - AND where planning opportunities exist.

• INFLATION & PURCHASING POWER - Learn strategies designed to protect your assets as inflation continues to pressure retirement income.

• GOVERNMENT SPENDING & FUTURE TAX RISK - As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?

• THE TRUE COST OF RETIREMENT - Is your current strategy positioned to keep pace with rising healthcare and living expenses?

• RMD STRATEGIES & TAX EXPOSURE - Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?

• ROTH IRA CONVERSIONS - Learn about strategies to help reduce tax liability - with potentially no out-of-pocket costs.

*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

REGISTER HERE