JOIN US FOR A COMPLIMENTARY DINNER EVENT

Ruth's Chris
December 13th
6:30PM
Ruth's Chris
December 14th
6:30PM
Ruth's Chris
December 15th
6:30PM
Reserve by Phone
And use the RSVP Code 439118W

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

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A Dinner Evening with Carlson Financial!

RETIREMENT RESCUE:

When Time And The Economy Are NOT On Your Side

Join us at a one of our complimentary dinner events to learn about:

How inflation can silently eat away at your financial plan and destroy your retirement lifestyle.

The effects of a long-term bear market on your finances and retirement plan.

How global and political events, such as the Ukraine and Russian war, affect your personal finances.

Why reducing your taxes may be more beneficial to your bottom line than your investment returns.

Whether you can still rely on Social Security and Medicare as cornerstones of your retirement plan.

How to address longevity risks, such as outliving your income and unexpected health concerns.

Why excessive government spending and exploding national debt will likely have massive consequences on your money and your retirement.

How to properly access your savings and investments to generate consistent and dependable retirement income that you won’t outlive.

About

About Your Host – Mike Gilman

Leveraging his experience as a CPA, Mike enjoys finding solutions and simplifying complex issues to help clients maximize their retirement income. He brings his experience and passion for financial planning into his relationships with clients so you can feel confident you are getting the most out of the hard work and planning you have done to prepare for retirement. From the first time he met Carl, Mike immediately connected with the standard of excellence, integrity, and transparency that Carlson Financial continuously upholds. Mike has a broad perspective due to his extensive experience over the last 25 years in the Accounting and Finance industry. He began his career in public accounting before transitioning into Corporate Finance with Capital One, and most recently, Head of Mortgage Finance with SunTrust (now Truist). Born and raised in Richmond, Virginia, Mike met his wife Hollie in elementary school. They’ve been married for over 24 years and have three children, Jake, Holden, and Casey. He enjoys spending time with his family, preferably on the golf course, and watching UVA Basketball. Go Hoos!

Reserve by Phone
And use the RSVP Code 439118W

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

Dinner Locations

  • Ruth's Chris Steak House
  • 11500 W. Huguenot Rd.
    Midlothian, VA 23113
  • December 13th OR
    December 14th OR
    December 15th