JOIN US FOR A COMPLIMENTARY DINNER EVENT

Sullivan's
May 18th
6:30PM
Sullivan's
May 19th
6:30PM
Sullivan's
May 20th
6:30PM
Reserve by Phone
And use the RSVP Code 416491

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

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A Dinner Evening with Carlson Financial!

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 IRAs, 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.

Scott

About Your Host: Scott Rinehart, CPA

Scott has worked in Finance since graduating from Washburn University in 2012. Prior to joining Carlson Financial, Scott worked in corporate finance at Westar Energy (now Evergy). There, he gained capital markets experience but was missing the one-on-one impact that he now enjoys in his role as an Advisor. Since joining the Carlson Financial team in 2017, Scott earned a position on the Leadership Team and serves as the Lead Advisor for the firm. Scott is passionate about educating others on personal finance and works diligently to help our clients reach their retirement goals.

Reserve by Phone
And use the RSVP Code 416491

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

Dinner Location

  • Sullivan's Steakhouse
  • 4501 W 119th St.
    Leawood, KS 66209
  • May 18th OR
    May 19th OR
    May 20th