Date: Tuesday, February 28th, 2023
Time: 6:00 PM Central Time
Location: Chicago Prime Italian - 700 N Meacham Rd, Schaumburg, IL 60173

What you need to start doing now prior to the expiration of the Tax Cut and Jobs Act

• What 87,000 new IRS agents means to you, your family and your finances
• Positioning your portfolio from the bursting of the “Bond Market Bubble”
• Low volatility investment strategies without using an annuity
• You’ve worked hard to protect your children and grandchildren, are they protecting themselves?
• The three pillars of managing successful retirement income under the New Tax Code
• How the SECURE ACT 2.0 changes retirement and estate planning

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