Wine & Wisdom: Retiring in a Changing World Workshop

What You’ll Learn:

• Top Retirement Risks: Identify the threats that could impact your long-term financial security, including longevity, market volatility, and healthcare expenses.
• Taxes in Retirement: Learn how your income will be taxed and discover strategies to minimize your tax exposure.
• Inflation’s Hidden Cost: Understand how inflation eats away at your purchasing power and what you can do to safeguard against it.
• Top Retiree Concerns: Explore the most pressing issues on the minds of today’s retirees and actionable steps you can take to address them.

Sip, Savor, and Learn:

Each session is designed to be interactive and fun! As you enjoy expertly selected wines, our financial experts will walk you through crucial topics like:

• What could disrupt your retirement and are you prepared? From healthcare costs to market downturns, we’ll unpack the risks many people overlook.

• Will your tax bill go down in retirement or could it go up? Learn how different income sources are taxed and what steps you can take now to manage future obligations.
• Is your current plan built to keep pace with rising costs? We'll discuss strategies to protect your purchasing power so you can maintain your lifestyle.
• Are you worried about outliving your savings? How will you cover long-term care? We'll answer the big questions on everyone’s mind and give you tools to take action.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM & Evans Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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