Guests are welcome to arrive after 6 pm for the program at 6:30 pm*. Dinner will follow our presentation titled How to Protect Yourself from a Potential Tax Storm. We’ll explore the following topics:
• Critical tax, estate planning, and investment issues affecting your ability to retire in the lifestyle you’ve become accustomed to
• How investment risk and market volatility can crush a financial plan
• Preserving your estate and protecting your assets
• Determining your tax liability based on income thresholds and filing status for Social Security
• Preserving your retirement savings from the IRS
*We apologize, but guests arriving after 6:30 pm may not be admitted.