Join Nathan Cox, a local retirement income planner and wealth manager, for an information-packed event.

Topics of discussion will include:

• How to preserve your purchasing power amid rising inflation.
• Learn different strategies of rolling your 401(k) that can maximize control, reduce fees, and offer more investment options.
• How to calculate your RMDs effectively to avoid tax penalties and optimize your withdrawals
• Ways to safeguard your portfolio from stock market volatility.
• Why seeking a second opinion could be one of your most critical financial decisions.
• How to help generate income and build a resilient investment portfolio during inflationary and volatile periods.
• Tailor your investments to suit your unique stage in life, balancing risk and reward effectively.