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Optimize Your Retirement – Complimentary Dinner & Presentation


July 22


6:30 pm - 8:30 pm

Optimize Your Retirement

The Secure Act & What Impact Will It Have On Your Retirement Strategy?

Discussion Highlights Include:

  • Tax Planning: how the biggest change to the US tax code in over 30 years could impact you, your family, and your legacy for years to come
  • Retirement Income: how to help your investments earn enough to maintain your standard of living
  • Income Securities: how to help produce higher income in a low interest rate environment
  • Inflation: how to help offset the effects of inflation on your income
  • Market Conditions: how to help earn more of your fixed income investments as interest rates rise
  • Fee Reduction: how to analyze and potentially reduce your investment fees; how to understand the true cost of your investment accounts

Please note that Capital City Financial Partners will contact you to confirm your reservation.