Retirement planning today looks nothing like it did even five years ago. The world has changed—markets have surged to record highs, inflation remains sticky, and new federal legislation like the One Big Beautiful Bill Act is reshaping how retirees are taxed and how Social Security is treated. Add in rising debt, political gridlock, and the ripple effects of artificial intelligence across industries – it’s no wonder many people feel uneasy about their long-term financial security.
This educational event is designed to cut through the noise. We’ll look at how these forces are working together—and what smart retirees can do right now to protect income, manage risk, and stay ahead of policy shifts.
Join us for a complimentary lunch and learning experience focused on helping local residents navigate the new realities of retirement. There’s no cost to attend, no obligation, and nothing will be sold. Enjoy a meal at The Capital Grille and leave with information that could help you make better decisions about your future.
Space is limited – *First time attendees ONLY
