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Will You Enjoy Retirement? – Dinner Event


1700 Mansell Road
Alpharetta, 30009 United States



January 30, 2020


6:00 pm - 8:30 pm

Smart analysis and a well-structured investment portfolio can help you enjoy the retirement you deserve by seeking to maximize income and minimize taxes. At this exclusive event, you’ll learn how to work towards both objectives from our experienced investment professional.

Important topics we’ll discuss:

  • Income – Lifetime Retirement Income even in a volatile market
  • 2018 Tax Reform – The biggest change tot he US Tax Code in 30 years and how to position your assets not
  • “Retirement” Professionals vs “Wall Street” Professionals – Is your financial professional qualified to take you through retirement and why this is the most important decision you can make
  • How will the new Social Security rules impact your retirement?


Thursday, January 30th at 6:00 p.m.

Ray’s at Killer Creek, 1700 Mansell Road, Alpharetta GA 30009


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