WHAT:
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Taxes - How might future tax hikes affect your retirement? Will you be left with enough money?
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What "The Big Beautiful Bill" Really Means for Retirees - and how to avoid overpaying it.
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The Economy - Will inflation and rising costs cripple the economy and cause a recession?
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Market Conditions - How do volatile markets affect your retirement plan?
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America's National Debt & Deficit - How will this looming problem likely impact your retirement?
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Social Security - Will it still be around for you? When should you start taking benefits?
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Longevity Risks - Will you outlive your money? Who will take care of you if your health fails?
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Inflation - How much purchasing power do you stand to lose in the next 5, 10, or 20 years?
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Retirement Income - How can you generate lifetime income that is both predictable and dependable?
You’ll leave with practical, actionable insights to help strengthen your retirement plan.
Please note that seating is limited and reservations are required.
WHERE:
Hank’s Fine Steaks
2300 Paseo Verde Pkwy, Henderson, NV 89052
WHEN:
September 28th & 30th at 6:00PM
WHO:
Kyle Kirwwan
Partner / Co-Founder, Financial Advisor
REGISTER:
Missed this one? Don’t worry — more events are on the way! Visit our Events Page for upcoming opportunities.
Disclosures:
No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.
To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).
Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities. IFG Registered Representatives (RR) do not give tax advice while acting as an RR.