Retirement in Today’s New Economy

By Judith Cowen
July 2, 2019
6:00 pm

Market volatility, trade wars, changing tax laws; retiring into an economy that feels increasingly unstable can be intimidating. In this dinner lecture, we'll explore strategies that will help you invest wisely, maximize social security benefits, and create lifetime income for a secure retirement in any market conditions.

Informative Lecture and Fine Dining Experience

Host: Roger Cowen – Owner of Cowen Tax Advisory Group

Topics of Discussion:

Market Volatility– How can you protect yourself from another market correction?
Tax Efficiency– Are there investment strategies to reduce your future tax burden?
Lifetime Income– How do you create a stable, consistent income stream your can’t outlive in retirement?
Modern Investing– Is there a way to mathematically ensure superior growth, income, and stability with new and modern techniques?
Fiduciary Standards– Are you seeking advice from a true holistic fiduciary? Learn why it matters in today’s economy.
Maximizing Social Security– The latest strategies to maximize the amount of benefits you receive, and how to reduce or eliminate taxation.