THIS EVENT IS CURRENTLY FILLED, PLEASE CHECK OUT SOME OF OUR OTHER UPCOMING EVENTS!

Date: Monday, February 24^th
Time: 6:00 PM Central Time
Address: Chicago Prime Italian, 700 N Meacham Road, Schaumburg, IL 60173

***This event is intended for those who are not already WMG clients***

You’ve worked hard and invested carefully to help ensure you’ll live life on your terms in retirement. But how can you be sure it will be the same retirement you had always envisioned?

With heightened global market volatility and slower economic growth expected, even high net worth investors are concerned about their portfolio’s ability to support their lifestyle throughout retirement. More than ever, investors like you need a financial game plan that is able to adapt and adjust to changes in tax laws, the financial markets and the economic climate.

Please join the Wealth Management Group Team and host of AM560 Radio Show In the Know, Craig Bolanos, for an informative free dinner event designed especially for individuals, couples or families with retirement assets. Whether you are saving for retirement, transitioning to retirement or living in retirement, you will learn the latest strategies that seek to protect your wealth from unexpected market swings, historically low interest rates and new tax policies.

• What you need to start doing now under the new Tax Cut and Jobs Act
• Positioning your portfolio from the bursting of the “Bond Market Bubble”
• Low volatility investment strategies without using an annuity
• Advantages and disadvantages of wills and living trusts
• How to avoid being a financial burden on your children
• The three pillars of managing successful retirement income under the New Tax Code
• How the SECURE Act changes retirement and estate planning

Reservations are required. Seating is limited and fills quickly.
***This event is intended for those who are not already WMG clients***