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Election 2024

Headlines of Fear, Biased Media, Industry Warnings of Financial Collapse… Are you tired of hearing this yet?

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What You'll Learn

  • Election-Year Investing: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
  • Inflation: Steps you can take now to protect your retirement assets from the impacts of inflation.
  • Income: How much is enough? Learn strategies to generate predictable and dependable lifetime income.
  • Taxes: How upcoming tax changes can be used to your favor.
  • Social Security: How to maximize your benefits and protect your spouse.
  • The Market/Volatility: How to find opportunity in potential market volatility.

Featured Speakers

Jon Maxson, Dan Benson CFP®, and Pete Benson

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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This event is best suitable and intended for those who are 45 years of age or older AND have at least $100 thousand or more in savings. This event is for first time attendees, if you have attended in the past, please call our office prior to registration. 615-224-9794