Join us as we discuss:
Global Events – How will political and economic events shape your financial returns in the future?
Risk Assessment – Is your retirement strategy stress-tested for the future?
Energy Outlook – How could rising oil prices impact your daily spending throughout retirement?
Tax Alert 2022 – How might the Fed’s promise to increase interest rates cause your taxes to go up?
Employee Benefit Plans – How could you legally defer your RMDs to age 85? Learn strategies that could cut your RMDs in half.
It’s important to have a plan in place to weather these uncertain times!
Email acarter@magnoliafinancialstrategies or call 903-330-0375 for availability. Seating is Limited.
There are no upcoming events at this time, but check back soon!
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