JOIN US FOR A COMPLIMENTARY DINNER EVENT

Glen Eyrie Castle
February 2nd
6:30PM
Glen Eyrie Castle
February 3rd
6:30PM
Reserve by Phone
And use the RSVP Code 426083W

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

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JOIN US FOR A MUST-ATTEND LIVE EVENT
With Local Featured Financial Resource for KKTV, Carlson Financial

How The World Affairs Affect Your Financial Affairs!

Preserve and Help Protect Your Wealth and Leave a Legacy

Topics of discussion include:

Taxes –

  • How tax changes can impact YOUR retirement
  • Disinherit the IRS with Tax efficient strategies

Income in Retirement –

  • How to get a paycheck in retirement with or without annuities
  • Where should your income come from in retirement?

Market Volatility –

  • How to protect against Stock Market Volatility – the portfolio killer of retirement!
  • Managing income withdrawals during marketing volatility
  • How much risk do you want in your retirement portfolio? How much do you actually have?

Inflation –

  • Strategies to help protect your lifestyle from inflation

EPIC5i™ –

  • Learn about our proprietary planning process!

NOW is the best time to get a second opinion

Carl Carson, CEO & Founder

About our CEO and 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 426083W

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

Dinner Locations

  • Glen Eyrie Castle
  • 3820 N 30th Street
    Colorado Springs, CO 80904
  • February 2nd OR
    February 3rd