Tax-Savvy Retirement Planning
Claude's Prime Seafood
5103 Levis Commons Blvd, Perrysburg, Ohio, 43551
AT THIS EVENT, WE WILL DISCUSS TOPICS LIKE…
- Creating a retirement income strategy that works for your unique situation.
- Leveraging life insurance, 401(k)s, and investments effectively.
- Answering the million dollar social security question.
- Unpacking how new policies could impact taxes, retirement, and investments.
- Identifying potential tax changes and how to stay ahead.
- Assessing potential risks and uncovering new investment opportunities.
This complimentary dinner presentation is specifically designed for retirees or those retiring soon.
At Howard Bailey, you don’t have just one advisor, you have an entire team of financial planning professionals that are excited to help make your retirement dreams a reality.
Thank you for your interest in attending a complimentary dinner event hosted by Howard Bailey Financial®. These events 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.