You’ve worked hard.  Imagined what the future might hold.

Join us for an educational presentation to help you prepare for living the retirement you’ve always dreamt of and worked so diligently to achieve.  In this hour dinner presentation you’ll discover:

• How Inflation, Market Volatility, and Rising Interest Rates Impact your nest egg and what to do about it NOW!
• Outside-the-box concepts for retirement income distributions to minimize taxes & avoid early withdrawal mistakes.
• How to AVOID MISTAKES when you transition from wealth accumulation to wealth distribution.
• Forward-thinking tax-planning strategies to help you minimize taxes and keep more of your hard-earned money.
• How to implement a strategic approach to retirement planning that reduces risk exposure and potentially limits losses.

Wealth management is more than identifying the investments with the best returns. The strategies we employ at Outlook Wealth Advisors consider not only your investments but also your income, address the tax and legal consequences, healthcare and long-term care needs, and plan for the efficient transfer of assets to your heirs.  If a “personal touch” is important to you and if the knowledge base of both CPAs and CFPs is of value to you, we’d love to meet you at one of our workshops.

Workshops are best suited for those who have saved at least $500,000 for retirement outside the value of any real estate holdings.