Election Year: Retirement Master Class & Complimentary Dinner

Catered Italian food will be served.

**Please know that your reservation is not complete until confirmed by a team member at Roberts Wealth Management. Someone from Roberts Wealth Management will call you before the event to confirm your reservation.

WHY THIS CLASS MATTERS

In today's economic environment, retirement planning isn't getting any easier. With the Federal Reserve's historical efforts to fight inflation we witnessed multiple bank failures, massive moves in interest rates, consumers slowing down, and growth stocks soaring. What could the modern retiree face in 2024 with the Fed's continued fight on inflation? Is the Banking Crisis really over? And 2024 is an Election Year!!

JOIN OTHER PROACTIVE AND SUCCESSFUL RETIREES AS THEY LEARN WAYS TO BE AND STAY RETIREMENT READY!

TOPICS FOR RETIRING TODAY

WE ARE IN THE MOST EFFICIENT TAX WINDOW IN HISTORY AND IT'S ENDING SOON!

• Learn how to take advantage of this window
• How the 2024 election could affect your retirement
• Why you should take another look at Roth IRAS and conversion strategies
• Understanding Roth IRAS including conversion options
• Learn how much tax debt you owe and is hidden in your retirement accounts
• Essential tax changes - What you need to know
• Where wil you get income regardless of if the market is up or down, fight the inflation to hedge running out of money in retirement?

MAXIMIZING SOCIAL SECURITY

• The causes of Social Security taxation
• The Social Security thresholds you need to be aware of
• The real cost of Social Security taxation
• Strategies to eliminate Social Security taxation
• Social Security maximization strategies

WHY LOSSES DURING RETIREMENT MATTER

• The impact of dramatic market loss in retirement
• Is “buy and hold” appropriate in retirement?
• How to safeguard against two types of investment risk
• How to shield your assets from stock market volatility
• Why “asset allocation” alone may not be enough
• How to truly diversify your retirement portfolio

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Host or Publisher Roberts Wealth Management