You and a guest are invited to join us for a fabulous dinner at Old Barn Winery & Vineyards. This informative and enlightening event is complimentary and no products will be sold. You will enjoy a complimentary meal immediately after the presentation. During this empowering event, wealth management professional Jerry Hanifan will share the latest opportunities and techniques you may use with the goal of maximizing your investment returns, minimizing taxes, and protecting your financial estate and loved ones.

Seminar Discussion Topics:
• What impact will Trump's America have on your finances?
• What you need to know about your IRAs, 401 (k)s and other qualified plans to avoid IRS penalties and taxes, plus, is a Roth conversion right for you.
• Trump's "Big Beautiful Bill" and its effect on your taxes and retirement.
• Many of the experts are predicting a volatile and turbulent stock market, why now may be the best time to secure your gains, before the next big drop.
• Wills vs. trusts, what are they?
• Do you really know how long your money will last in retirement?
• Bonus Topic: How to take control of your retirement and your income with wealth management strategies for today's turbulent times.

Don't miss this opportunity! This event is specifically designed for North Carolina residents with IRAs, 401(k)s, and other investment accounts who are retired or planning to retire.

For specific estate planning or tax planning advice, please consult a qualified estate planning attorney or tax advisor/CPA.