Navigating Wealth & Retirement Planning After 50

As you approach your retirement years, making informed financial decisions becomes more important than ever. This educational seminar is designed specifically for adults 50 and older who want clarity, confidence, and practical guidance around their long-term financial future.

This seminar will be taught by Jim Mosteller, an author and experienced wealth advisor known for helping individuals navigate complex financial topics with clarity and confidence.

• Long-term wealth management strategies
• Insurance planning and risk protection
• Income tax planning and tax-efficient income strategies
• Retirement income considerations
• Common financial pitfalls to avoid after 50
• How to align your finances with your lifestyle and legacy goals

• Adults age 50+ planning for retirement or already retired
• Individuals seeking a clearer understanding of insurance, taxes, and wealth strategies
• Anyone who wants to make more confident, informed financial decisions

• Educational, no-pressure environment
• Practical insights explained in plain language
• Time for questions and discussion
• Complimentary dinner and drinks will be served
• Complimentary materials provided

Whether you are just beginning to plan or looking to refine your existing strategy, this seminar will help you navigate long-term wealth with confidence and clarity.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Jennifer and Scott Slown