This year is shaping up to be a pendulum swinging ride for retirees. It’s an election year. There’s a looming recession. Washington DC is broken. There’s continuing inflation, interest rates are at a 22 year high, and Georgia has passed major tax reform for individuals. The good news is if you are informed and educated you may be able to swing things in your favor and take advantage of some very favorable circumstances.

You and your guests are cordially invited to a complimentary dinner seminar, hosted by retirement and tax specialist, Robert Fordham, CFP®, CPA, MBA. During this eye-opening and enlightening event you will discover where to look, and how to find the opportunities during these favorable times. Plus, you’ll learn how to avoid some major pitfalls and overcome some huge financial hurdles.

• For 2024 Georgia has passed tax reform for individuals. Come learn about the changes and solutions for you and your loved ones.
• It’s a Presidential election year! In the coming months, the financial choices you make, and the strategies you put in place, may very well impact your retirement – for years to come.
• How you can stay comfortable and protected from the looming recession.
• Traditional “safe havens” like savings, CDs, bonds, and money market accounts are generating income well below the rate of inflation. Discover risk-free solutions to drive more guaranteed income.
• How to maximize your Social Security benefits; the difference can be up to $100,000 for a single person and $400,000 for a couple.
• With interest rates at 22 year highs there are now wealth management strategies, and opportunities you need to be aware of for 2024.
• Will vs. Living Trusts, avoiding probate, and if you own a home and have assets, you need an estate plane – find out why.
• Bonus Topic: How to take control of your retirement and feel confident and empowered with your most important financial decisions.

Don’t miss this event if you have an IRA, 40l(k), TSP, 403(b) or other investment accounts.

RESERVATIONS ARE REQUIRED. SEATING IS LIMITED AND FILLS QUICKLY.

Call our reservation line at:

(888) 997-2420 (Toll-Free, 24 Hours)

Register online HERE and enter code: MASPEN.

The 1818 Club

6500 Sugarloaf Parkway

Duluth, GA 30097