JOIN US FOR A COMPLIMENTARY DINNER EVENT

Don't Face the Unknown Without Getting a 2nd Opinion!

Dover Hall
May 16th
6:30PM
Dover Hall
May 17th
6:30PM
Dover Hall
May 21st
6:30PM
Dover Hall
May 22nd
6:30PM
Reserve by Phone
And use the RSVP Code 380128

This event may fill up fast—guarantee your reservation now!

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A Dinner Evening with Carl Carlson, The Financial Resource of NBC Richmond!

TODAY'S RETIREMENT CHALLENGES:

Where Do the Markets and the Economy Go From Here?

And How Do I Protect My Retirement Income?

Featured Topics:

Stock Market Correction – How Can You Be Better Prepared for these Market Nose-Dives?

Taxes – Are there Investment Strategies that Can Reduce Your Future Tax Burden?

Retirement Income – How Do You Create a Stable, Predictable Income for Life?

Investments – Where Should You Invest for Growth, Income, and Stability?

Retirement Accounts – What Should I Do with my 401k, 403b, IRA or Lump Sum Pension Distribution?

Carl Carson, CEO & Founder

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.

Reserve by Phone
And use the RSVP Code 380128

There is absolutely no cost or obligation to attend. Nothing will be sold or offered for purchase at these events.

Dinner Location

  • Dover Hall Estate
  • 1500 Manakin Rd
    Manakin-Sabot, VA 23103
  • May 16th OR
    May 17th OR
    May 21st OR
    May 22nd