1-800-976-1093 RSVP Code 502153w Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

NEW TAX AND MARKET CHANGES COULD DERAIL YOUR PLANS — LEARN HOW TO PROTECT YOURSELF.

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Tue Apr 7

Clara's on the River

6:30pm Eastern - 44 McCamly St N Battle Creek, MI 49017

This Event Is Full This Event Has Already Taken Place

Thu Apr 9

Clara's on the River

6:30pm Eastern - 44 McCamly St N Battle Creek, MI 49017

This Event Is Full This Event Has Already Taken Place

What You'll Learn

The One, Big Beautiful Bill Act: Are there any negative implications to your retirement savings? Could you be overlooking some of the new benefits it can provide you?
RMD planning and how withdrawals can trigger higher taxes
Market Volatility: Discover factors that could impact the markets and how to protect your portfolio from major losses.
Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
Income Streams: Generating reliable and predictable income to last your lifetime.

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Featured Speaker

Tom Jacobs

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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