This eye-opening and enlightening workshop is jam-packed with intrigue and insight into what actions and decisions you need to make now and in the weeks to come.

You and your guests are invited to this complimentary lunch/dinner seminar hosted by Rob Fordham CFP®, CPA, MBA, a local retirement and tax planning specialist. During this event, Rob will reveal the strategies and techniques for preserving your capital, legally averting taxes, and creating safer income despite a volatile market.

Advanced Discussion Topics:

• Longevity Risk
• Inflation Risk
• Sequence of Returns Risk
• Withdrawal Rate Risk
• Social Security Risk
• Healthcare Risk
• Taxation Risk

Additional Topic:

• How the Biden Administration will impact your retirement and the steps you should be taking right now before changes occur.

Please make a reservation ASAP since seating is limited. RSVP here, or call Rob at (770) 736-6854.