When: Wednesday at 6:00pm

Where: City Restaurant
667 Boylston Street, Boston, MA 02116

Event discussion highlights include:

TAXES IN RETIREMENT: The tax implications of our latest administration and why you should act NOW!

IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and protect your hard-earned assets from an overdue market correction and other risks in today’s economy.

STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement.

RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

LEGACY PLANNING: What happens to your family when something happens to you?

ASSET PROTECTION: Options to protect your money from nursing homes without buying insurance or an irrevocable trust. Everyone qualifies.

SOCIAL SECURITY: Important changes and strategies to maximize benefits for you and your spouse.

MITIGATING RISK: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?