Discover What Volatility, Election-Year Uncertainty, New Legislation, and Global Tension Could Mean For Your Portfolio

Join us for a complimentary gourmet dinner and retirement planning seminar. Our presentation will cover:

• Market Volatility: Protect your retirement savings from market swings driven by domestic uncertainty and global economic tensions, without sacrificing growth potential.
• Election-Year Investing: See how policy shifts and election-year uncertainty could impact your portfolio, and how to prepare in advance.
• New Tax Legislation: Get a clear breakdown of recent and pending tax law changes and what they mean for your retirement accounts.
• Reducing Taxes in Retirement: Explore strategies designed to help you keep more of what you’ve saved instead of losing it to taxes.
• Reliable Retirement Income: Find out how to build a dependable income stream that can weather changing markets and economic cycles.
• Estate Planning: Understand how to structure your assets so your legacy passes efficiently to loved ones, not to the IRS.

at Jacob and Anthony's American Restaurant

38 High Rock Ave | Saratoga Springs, NY