Or call: 866-407-7975 to RSVP and use the RSVP Code 377044.
This event may fill up fast—guarantee your reservation now!
days
hours
minutes
seconds
Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it's too late. Join a locally trusted and nationally published retirement specialist for a program crafted specially for retirees and those nearing retirement.
Carl Carlson brings over 25 years of experience in the financial industry, with 9 years of experience in financial planning and wealth management. He holds a bachelor’s degree in finance from the University of Houston, graduating Summa Cum Laude. Carl has earned his Chartered Life Underwriter (CLU) and is a current Investment Advisory Representative. Carl makes it his personal mission to help pre-retirees and retirees maximize their desired income while protecting and preserving their money. Carl and his wife, Kay Lyn, have been married for over 30 years and have 3 children. Their oldest daughter Emily is a graduate of Kansas State University with a Major in Psychology. Anna, their middle daughter serves as the Client Relations Specialist for Carlson Financial & their son Ethan just graduated from Pace University in New York City with a major in Musical Theatre.
or call: 866-407-7975 to RSVP and use the RSVP Code 377044
There is absolutely no cost or obligation to attend. Nothing will be sold or offered for purchase at these events.