JOIN US FOR A COMPLIMENTARY DINNER EVENT

WHERE DO WE GO FROM HERE?

The Steakhouse at Flying Horse
June 14th
6:30PM
The Steakhouse at Flying Horse
June 15th
6:30PM
Reserve by Phone
And use the RSVP Code 416323

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

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A Dinner Evening with Carl Carlson

RETIREMENT OUTLOOK 2021

In today's economy, tax savings and proper investment strategies are more important than ever before!

MARKET VOLATILITY: Strategies to help preserve your assets from a market downturn.

TAX REDUCTION STRATEGIES: Ideas to reduce taxes on IRA s, 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.

Carl Carson, CEO & Founder

Carl brings more than 25 years of experience in the financial industry, including 10 years of experience in wealth management and insurance. He graduated Summa Cum Laude with a bachelor's degree in finance from the University of Houston. Carl founded Carlson Financial after becoming frustrated with the lack of honesty and transparency he saw in the financial services industry. His goal was and continues to be to put the client's (and not the company's) interests first. He makes it his personal mission to maximize our clients' incomes while protecting and preserving their nest eggs. Carl is the featured financial resource for four TV stations and is a frequent speaker; covering an array of financial topics, issues, and opportunities for those nearing and in retirement. He and his wife, Kay Lyn, have been married for over 35 years and they have three children: Emily, Anna and Ethan.

Reserve by Phone
And use the RSVP Code 416323

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

Dinner Location

  • The Steakhouse at Flying Horse
  • 1880 Weiskopf Point
    Colorado Springs, CO 80921
  • June 14th OR
    June 15th