JOIN US FOR A COMPLIMENTARY DINNER EVENT

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

Lewis Ginter Botanical Garden
May 18th
6:30PM
Lewis Ginter Botanical Garden
May 19th
6:30PM
Lewis Ginter Botanical Garden
May 20th
6:30PM
Reserve by Phone
And use the RSVP Code 416356

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!

RETIREMENT OUTLOOK 2021

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

Featured Topics:

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

About Our CEO & Founder: Carl Carlson

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 416356

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

Dinner Location

  • Lewis Ginter Botanical Garden
  • 1800 Lakeside Ave
    Richmond, VA 23228
  • May 18th OR
    May 19th OR
    May 20th