Or call: 866-407-7975 to RSVP and use the RSVP Code 439914W.
This event may fill up fast—guarantee your reservation now!
days
hours
minutes
seconds
RISING INFLATION: Learn how it's shaping current investment strategies and what you should expect in the future.
STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
TAX REDUCTION STRATEGIES: Strategies to protect your retirement income from potential tax increases.
IRA WITHDRAWALS: How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.
RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries.
About our CEO and Founder:
Carl has more than 30 years of experience in the financial industry, including 10 years 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 continues to be to put the client’s (and not the company’s) interests first. His personal mission is to maximize clients’ income while protecting and preserving their nest egg. 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 people nearing and in retirement. He and his wife, Kay Lyn, have been married for over 40 years and have three children: Emily, Anna and Ethan.
or call: 866-407-7975 to RSVP and use the RSVP Code 439914W
There is absolutely no cost or obligation to attend. Nothing will be sold or offered for purchase at these events.