JOIN US FOR A COMPLIMENTARY DINNER EVENT

Turn Volatility into Opportunity

June 6th

6:30PM

June 7th

6:30PM

Reserve Seats Online

Reserve by Phone
And use the RSVP Code 446591W

Or call: 866-407-7975 to RSVP and use the RSVP Code 446591W.

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

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A Dinner Evening with Carlson Financial!

THE WARNING SIGNS OF AN ECONOMIC RECESSION ARE CREATING AN UNEASY FINANCIAL ENVIRONMENT

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.

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.