For those in or nearing retirement, things like inflation and market volatility can be overwhelming. Many are familiar with the concepts, but aren’t quite sure how to mitigate the effects. This educational seminar will deliver comprehensive retirement information and actionable strategies to help you protect your financial future.

Discussion Highlights to Include:

• Explore how changes in tax laws might impact your family’s tax obligations and what steps you can take to mitigate these effects.
• Address concerns about maintaining a steady income throughout retirement and strategies to avoid running out of funds.
• Understand the potential impact of market fluctuations on your retirement savings in accounts like IRAs and 401(k)s.
• Learn potential strategies to manage long-term care expenses while avoiding expensive premiums.
• Assess how increasing interest rates could affect your investment portfolio while exploring ways to optimize your earnings and minimize risk.

Seminars are for first time attendees only

Ronald A. Bartlett, EA, LACP,CFF

Ronald A. Bartlett possesses valuable credentials in several key areas of retirement planning and founded Ronald A. Bartlett & Associates, LTD, in 1985. He is an Enrolled Agent Accredited with the Internal Revenue Services, and a Certified Financial Fiduciary®. As a fiduciary, Ron has committed to always act in the best interests of his clients and prioritize their welfare. Ronald A. Bartlett & Associates are Registered Investment Advisors and have a wide array of experience in the financial services industry, helping many clients through both the highs and lows of the economy over the years.