Global Turmoil, New Tax Laws, Stock Market Volatility, Higher Inflation…

How it will impact you, your family, and your legacy for years to come.

Join us for this important presentation where we will discuss:

• MARKET VOLATILITY: Strategies to help preserve your assets from a market downturn. Learn how to overcome this and the 5 biggest obstacles to a successful retirement

• TAX REDUCTION STRATEGIES: Learn how you can reduce taxes on your Social Security, Capital Gains, Interest Income, and
more. Take the steps now to prevent a huge tax bill in the future for you or your heirs.

• RETIREMENT INCOME: Will you have enough? How will Social Security benefits affect my taxes? Does this timing affect my other financial assets?
Learn how to maximize your Social Security and coordinate your benefits with your spouse.

• INFLATION: Your purchasing power is going to be reduced in retirement.  What steps can you take now to prepare?

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset Management is independent of BFCFS. This event is not affiliated with the US Government or any governmental agency. Our firm does not provide legal or tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.