* This is a past event
Tax-Savvy Retirement Planning
Ruth's Chris Steak House
902 E University Dr, Granger, Indiana, 46530
WHAT WILL THE NEW ADMINISTRATION MEAN FOR YOUR RETIREMENT?
Don't be caught off guard by legislation and tax law changes! Let us help you prepare.
STRATEGIES TO HELP REDUCE TAXES AND HELP BOOST YOUR RETIREMENT INCOME
Discussion highlights include:
- Retirement Income Analysis: the 2 biggest reasons you may only be getting half the income you could be. What are they and when do you want to fix it?
- How you can benefit from the recent tax legislation - Are you benefiting, or is it life as usual?
- How the right investment/tax choices today might save you hundreds of thousands of dollars in retirement. Can you actually retire tax free? Only you can decide with proper advice.
- Understand all your investment options.
- What impact has the SECURE ACT had on your Estate plan?
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 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.