A Special Event for Retirees and Those Soon to Retire

To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours)

Date: Thursday, November 16th 2023 at 6:30pm

Where: Eddie Merlot's

Please join local wealth management specialist Rick Barnett for an informative dinner event designed especially for individuals, couples, or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn the latest strategies to gain tools that you need to protect your wealth from unexpected market swings, historically low interest rates and new tax policies. Some topic for discussion: How to preserve capital, diversify your portfolio and reallocate your assets according to your families unique needs. How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now. How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first. Strategies you need to know for the eventual market rebound. Most common, yet critical financial mistakes that even the most savvy investors fall victim to.

To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours)