JOIN US FOR A COMPLIMENTARY DINNER EVENT

Turn Volatility into Opportunity

April 19th

5:30PM

April 20th

5:30PM

Reserve Seats Online

Reserve by Phone
And use the RSVP Code 461721W

Or call: 866-407-7975 to RSVP and use the RSVP Code 461721W.

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

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A Dinner Evening with Carlson Financial!

HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!

Strategies to Help Protect Your Money & Minimize your Risks and Taxes

Important Topics we will discuss:

What impact could the Biden Tax Plan have on your retirement?

Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?

How can your income be tax free?

Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.

How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.

Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.

How to help reduce investment risk in your portfolio.

GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?

INFLATION: Will your investment yields be able to keep up with rising inflation?

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.