An informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation.

Topics to be discussed include:

• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future… even with market and economic volatility.
• Actions you should take now to lock-in your tax savings before the sunset of the Tax Cuts and Jobs Act of 2017.
• How to help preserve capital, diversity your portfolio and reallocate your assets according to YOUR family’s unique needs.
• LAZY CASH – learn about cash alternatives for potential growth accumulation with liquidity – while helping to safeguard your investments from risk.
• How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
• Discover how you might be surprised by how much exposure you actually have in the market.