Tax-Savvy Retirement Planning

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.