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:
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Reduced & Deferred Required Minimum Distributions.
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How to guarantee your income stream in retirement.
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Tax strategies you can take advantage of.
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And more!
Seminars are for first time attendees only
Meet Your Presenter
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.
