Event discussion highlights include:

• Tax Proposals in DC: Learn the new administration’s proposed changes, and how to avoid costly tax traps in your retirement years.
• Tax Storm Ahead: With the Trump tax laws set to expire in 2025, discover what you need to know today to avoid potential disaster tomorrow.
• Combatting Inflation: How to maintain purchasing power and protect your income from rising costs in retirement.
• The Secure Act: New retirement legislation could turn your IRA into a tax burden for your heirs. Learn the crucial mistakes you should avoid.
• Market Volatility: Strategies to help protect your assets from a potential market downturn.
• Retirement Income: How you can help generate reliable & consistent income to maintain your lifestyle in retirement.

*Please note that your registration is not confirmed until you speak with an Arcadia Financial team member.

*This event is designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.

*This event is designed for individuals with a minimum of $250,000 in investable retirement savings.