JOIN US FOR A COMPLIMENTARY DINNER EVENT

February 7th

6:30PM

February 8th

6:30PM

Reserve Seats Online

Reserve by Phone
And use the RSVP Code 426217W

Or call: 866-407-7975 to RSVP and use the RSVP Code 426217W.

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 WIBW, 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

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.