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Take Back Control of Your Retirement (Invitation Only)

Location:

8696 E US Highway 36
Avon, 46123

Directions

Date:

August 31, 2021

Time:

6:00 pm - 7:00 pm

Complimentary Dinner Event

TOPICS WE WILL COVER:
Investment Risk: How much risk are you currently taking inside of your
portfolio? What strategies can you implement to better protect yourself from a
potential market downturn?

Tax Liability: Why taxes may have to rise at some point in the future and some
precautions you can take with your retirement.

Income: Will you be able to retire, or stay retired? How can you increase
income in this low interest rate environment?

IRA/401k Management: What are your options if you recently left your
employer or experienced losses? Is a rollover or conversion an appropriate
option for you?