JOIN US FOR A COMPLIMENTARY DINNER EVENT

Turn Volatility into Opportunity

Cavalier
August 15th
6:30PM
Cavalier
August 16th
6:30PM
Cavalier
August 17th
6:30PM
Reserve by Phone
And use the RSVP Code 433740W

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

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You’re Cordially Invited to
A SPECIAL DINNER EVENT FOR RETIREES AND THOSE PLANNING FOR RETIREMENT

Learning how to maximize your retirement income during turbulent times may be your best investment.

During the event Carlson Financial will reveal the strategies and techniques for preserving your capital, legally averting taxes, addressing your healthcare, and driving more safe income, even in a turbulent market.

How to take control of your retirement and feel empowered in the Biden era.

What are the 3 biggest decisions you need to make in the coming weeks and months?

How to understand YOUR retirement risk in a volatile market environment.

How to avoid the de-funding of your retirement and Social Security.

The SECURE Act and how this impacts your IRAs and beneficiaries.

The sunset of the Trump tax cuts is in sight... what can you do now to “lock-in” your savings?

Main Street vs. Wall Street, who wins, who loses and how it impacts you.

You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?

How you may dramatically increase your interest earnings – while safeguarding your investment from risk.

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 433740W

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

Dinner Location

  • The Cavalier
  • 4200 Atlantic Ave.
    Virginia Beach, VA 23451
  • August 15th
    OR
    August 16th
    OR
    August 17th