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November 10, 2026
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:
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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.
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INFLATION & PURCHASING POWER - Learn strategies designed to protect your assets as inflation continues to pressure retirement income.
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GOVERNMENT SPENDING & FUTURE TAX RISK - As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?
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THE TRUE COST OF RETIREMENT - Is your current strategy positioned to keep pace with rising healthcare and living expenses?
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RMD STRATEGIES & TAX EXPOSURE - Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?
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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
