You are invited to a complimentary dinner event at Simon & Seafort’s, designed for retirees or those soon to retire.

You previously registered for one of our events, and I’d love to make sure you have a seat for this one if your schedule allows.

How will inflation, market volatility, taxes, and global events affect your retirement?

With ongoing geopolitical tensions and energy markets reacting to events in the Middle East, many investors are asking how global developments translate into inflation, interest rates, and long-term retirement planning. Recent disruptions in the region have pushed oil prices higher and increased market volatility, reminding investors how quickly world events can ripple through the economy.

During dinner, we’ll walk through practical strategies to help you navigate a shifting economy, reduce risk, and make confident retirement-income decisions.

Topics we’ll cover include:

• Where markets, taxes, and the economy may go from here
• How global events and energy markets can influence inflation and interest rates
• Tax planning opportunities in retirement (including whether a 0% tax bracket could be possible)
• Five key areas of retirement planning to review before retiring
• Three potential opportunities for current retirees to help reduce taxes
• Income planning concepts, including where annuities may (or may not) fit in a retirement plan

This is not a sales seminar... it’s an informational program that deals with the facts, including the “small print.”

Please arrive 10-15 minutes early so we can seat everyone safely and servers can take orders. Doors close and event begins promptly at 6:00pm.

Simon & Seafort’s offers 2 hours of validated parking in the Captain Cook garage, located between 4th Ave and 5th Ave, and K and L Streets.
FOR ADULTS ONLY. If married, spouses are encouraged to attend.