RETIREMENT DOESN'T COME WITH A ROADMAP. YOURS CAN.
Ruth's Chris Steak House
2727 E 86th St., Indianapolis, Indiana, United States, 46240
THE DECISIONS YOU MAKE TODAY CAN SHAPE THE RETIREMENT YOU LIVE TOMORROW.
Retirement brings a new set of financial questions. When should you claim Social Security? How will taxes affect your income? What happens when RMDs begin? And how do you make sure the pieces of your financial life are working together?
Join us for a complimentary educational evening designed to bring greater clarity to these decisions - and help you approach retirement with a more coordinated plan.
THREE QUESTIONS.
One Better Retirement.
- Will Your Income Last? Explore ways to create a dependable retirement income strategy while making informed decisions about Social Security and required distributions.
- Are You Keeping More of What You've Saved? Learn how taxes can affect retirement income, when Roth conversions may make sense, and strategies designed to help manage your future tax burden.
- Is Your Financial Plan Working Together? See how income, investments, taxes and estate considerations can work as one coordinated strategy - not a collection of separate decisions.
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.