JOIN US FOR A COMPLIMENTARY PRESENTATION

2025 FINANCIAL OUTLOOK

Join us for a Discussion on Taxes, Market Volatility, and New Legislation to help you Shape your 2025 Financial Strategies

We're sorry - all events are now closed.

What You'll Learn

  • TAX CUTS: What happens now to the TCJA Tax Cuts and Jobs Act that were supposed to expire in 2025?
  • INFLATION: Can you preserve your retirement assets from inflationary impacts?
  • RETIREMENT INCOME: Generating reliable and predictable income to last your lifetime.
  • ESTATE TAXES AND LEGACY PLANNING: Strategies to help preserve your legacy for generations to come.

Featured Speaker

Mark Troyer, Founder and Wealth Strategist

With over 25 years of experience in the financial industry, Mark and his team of independent advisors at Troyer Retirement help clients retire with added confidence. That path lies in the face of conventional planning norms. Mark often says, “Retirement changes everything.” As such, in Mark’s opinion, the traditional advice you learned with 40 years of savings, works against you in retirement. The result: devastating effects to many hard-working American retirees. Troyer Retirement seeks to solve these dilemmas using strategic plans that incorporate preservation, growth, legacy planning, along with tax and fee reduction.

Mark has been engaged as a national speaker, radio host, published in Forbes, a member of the Forbes Council on Finance and an author.

When Mark isn’t working, you can find him and his loved ones hiking the American West, enjoying the pit-stops of their journeys, eating delicious meals, and reading books in funny accents.

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