Protection in Retirement
Ruth's Chris Steak House
224 W Wayne St, Fort Wayne, Indiana, 46802
PROTECTION IN RETIREMENT
Secure Your Retirement: Smart Strategies to Reduce Taxes, Increase Income, and Build a More Confident Future.
Discussion highlights include:
- Strategic Tax Planning: Discover how strategic asset positioning and smart tax planning can protect your retirement income, reduce future tax burdens, and unlock opportunities for tax-free growth- safeguarding your income today while creating lasting financial advantages.
- Retirement Income: Where will your reliable, predictable income come from- and will it last your lifetime? Discover proven strategies to help make sure it does.
- Sequence Risk: Timing matters more than you think. Learn how the order and timing of your withdrawals can make or break your long-term retirement success.
- Market Volatility: Is your retirement plan built to weather market storms? Learn how to stress-test your portfolio and what volatility means for your future.
- Big Beautiful Bill: What you need to know- and how it could affect you and your spouse, including strategies like Roth conversions that may save you thousands in future taxes.
Are You Prepared Financially for the Future?
Now is the Time to get a 2nd opinion.
Thank you for your interest in attending a complimentary dinner event hosted by Howard Bailey Financial®. These events are geared toward those at or nearing retirement and are intended to provide educational information about retirement planning in a relaxed and welcoming setting. To ensure a positive experience for all attendees, please review the following terms.
Event Attendance Limit
Attendance is limited to one complimentary dinner event per household every two (2) years. This helps us provide access to new attendees and maintain fairness across our guest list.
Late Arrival Policy
To minimize disruptions and respect the experience of all attendees, guests arriving after 6:30 PM will not be permitted to enter the event. We recommend arriving 10–15 minutes early to allow time for check-in and seating.