Join us for an educational dinner event designed for area residents who are retired or nearing retirement. This informative and entertaining program is complimentary, with no obligation and nothing will be sold. Enjoy a complimentary dinner served immediately after the presentation.
Local Wealth Advisor, Mike Kojonen, will share the latest techniques and strategies to help you preserve your capital, increase your income, decrease your risk, and reduce your tax burden. You will leave with valuable insights and ideas you may have never heard before.
Topics Covered:
•Market volatility: How to protect your retirement from another downturn.
•Ensuring you don’t outlive your retirement savings.
•The importance of estate planning for IRAs, 401(k)s, and other retirement accounts.
•Evaluating the safety of keeping your money in banks.
•Updates on Social Security strategies: What you need to know.
•Strategies to help you manage your retirement effectively.