Carlson Financial Dinner Event – August 11, 2021

You and an adult guest are cordially invited to join us for a COMPLIMENTARY EXECUTIVE CHEF DINNER!

Featured Topics:
✓ BIDEN’S TAX PROPOSAL – What do the proposed changes mean to you?
✓ TAX REDUCTION STRATEGIES – Ideas to reduce taxes on IRAs, Social Security, capital gains, & more.
✓ RETIREMENT INCOME – Will you have enough? How much is dependent on market performance?
✓ LEGACY – How your plan is different from the “government’s plan” when it comes to Estate Planning.
✓ EPIC5i – Learn the five key areas of a sound Retirement Plan.