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Live Events

We host educational events that feature information on top financial concerns for those at, in or near retirement. Check out our event lineup below for more information.

Receive financial guidance at our next live event as we discuss key concepts, such as:

  • Perfectly legal tax reduction techniques approved by the IRS
  • Implementing a rock solid income strategy for retirement
  • Reducing hidden fees and expenses in your retirement accounts
  • Avoiding the tax torpedo ready to blow up your 2019 tax return
  • Avoiding Social Security taxes during retirement
  • When and how to do a proper Roth conversion
September 23
902 E University Dr
Granger, IN 46530) United States

KEEPING YOUR RETIREMENT ON COURSE DURING TURBULENT TIMES

Today’s volatile financial markets may have you in a quandary when it comes to managing your investments and retirement savings. While you can’t control the ups and downs in the economy, having the facts will allow you to make informed decisions about your financial future. Don’t make bad decisions based on fear and uncertainty.

During this education dinner, you will gain real-life strategies to create a secure footing during this financial virus crisis.

CONCERNS WE WILL DISCUSS:
• Will we see a V-shaped recovery following the recent economic decline?
• How will the “Two Trillion Dollar Stimulus Bill” impact Social Security, Medicare and your taxes?
• Is your financial plan prepared for a potential rebound of COVID-19, and the subsequent economic impact?
• The most sweeping changes to retirement planning in 30 years – and how to avoid the huge tax implications to you and your family.
• How the current market, oil deal, and interest rates cut by the Federal Reserve will impact your retirement.
• Is your current broker or advisor addressing your concerns?

POTENTIAL SOLUTIONS:
• Protecting your retirement against the current Financial contagion.
• Learn the latest strategy to increase income while lowering taxes.
• Which investment vehicles will protect you against the next market crash?
• During Market Volatility, Focus On What You Can Control.

RECENTLY UNEMPLOYED?
• What you need to do now to be sure your healthcare plan is on sound footing.
• How to optimize 401k withdrawals to avoid unnecessary taxation.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

September 29
902 E University Dr
Granger, IN 46530) United States

KEEPING YOUR RETIREMENT ON COURSE DURING TURBULENT TIMES

Today’s volatile financial markets may have you in a quandary when it comes to managing your investments and retirement savings. While you can’t control the ups and downs in the economy, having the facts will allow you to make informed decisions about your financial future. Don’t make bad decisions based on fear and uncertainty.

During this education dinner, you will gain real-life strategies to create a secure footing during this financial virus crisis.

CONCERNS WE WILL DISCUSS:
• Will we see a V-shaped recovery following the recent economic decline?
• How will the “Two Trillion Dollar Stimulus Bill” impact Social Security, Medicare and your taxes?
• Is your financial plan prepared for a potential rebound of COVID-19, and the subsequent economic impact?
• The most sweeping changes to retirement planning in 30 years – and how to avoid the huge tax implications to you and your family.
• How the current market, oil deal, and interest rates cut by the Federal Reserve will impact your retirement.
• Is your current broker or advisor addressing your concerns?

POTENTIAL SOLUTIONS:
• Protecting your retirement against the current Financial contagion.
• Learn the latest strategy to increase income while lowering taxes.
• Which investment vehicles will protect you against the next market crash?
• During Market Volatility, Focus On What You Can Control.

RECENTLY UNEMPLOYED?
• What you need to do now to be sure your healthcare plan is on sound footing.
• How to optimize 401k withdrawals to avoid unnecessary taxation.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 1
902 E University Dr
Granger, IN 46530) United States

KEEPING YOUR RETIREMENT ON COURSE DURING TURBULENT TIMES

Today’s volatile financial markets may have you in a quandary when it comes to managing your investments and retirement savings. While you can’t control the ups and downs in the economy, having the facts will allow you to make informed decisions about your financial future. Don’t make bad decisions based on fear and uncertainty.

During this education dinner, you will gain real-life strategies to create a secure footing during this financial virus crisis.

CONCERNS WE WILL DISCUSS:
• Will we see a V-shaped recovery following the recent economic decline?
• How will the “Two Trillion Dollar Stimulus Bill” impact Social Security, Medicare and your taxes?
• Is your financial plan prepared for a potential rebound of COVID-19, and the subsequent economic impact?
• The most sweeping changes to retirement planning in 30 years – and how to avoid the huge tax implications to you and your family.
• How the current market, oil deal, and interest rates cut by the Federal Reserve will impact your retirement.
• Is your current broker or advisor addressing your concerns?

POTENTIAL SOLUTIONS:
• Protecting your retirement against the current Financial contagion.
• Learn the latest strategy to increase income while lowering taxes.
• Which investment vehicles will protect you against the next market crash?
• During Market Volatility, Focus On What You Can Control.

RECENTLY UNEMPLOYED?
• What you need to do now to be sure your healthcare plan is on sound footing.
• How to optimize 401k withdrawals to avoid unnecessary taxation.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 6
902 E University Dr
Granger, IN 46530) United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 8
902 E University Dr
Granger, IN 46530) United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 13
224 W Wayne St
Fort Wayne, IN 46802 United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

October 15
224 W Wayne St
Fort Wayne, IN 46802 United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

October 20
902 E University Dr
Granger, IN 46530) United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 22
902 E University Dr
Granger, IN 46530) United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

October 27
224 W Wayne St
Fort Wayne, IN 46802 United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

October 28
224 W Wayne St
Fort Wayne, IN 46802 United States

Surviving the 2020 Election and Beyond – The potential impacts that election volatility may have on your financial strategy.

Many have been impacted by the effects of the Coronavirus – it is also important to consider the potential effects of an election year and what it could mean for your strategy. You and a guest are invited to join Howard Bailey Financial, Inc., a local retirement planning firm, for a complimentary gourmet dinner and educational seminar. This enlightening, engaging and eye-opening event will cover strategies and actions you can consider to help avert and avoid critical mistakes, such as:

• Understanding the potential opportunities and challenges of economic fluctuations in an election year.
• Is your current asset strategy working for you?
• How could COVID-19 impact the election and your finances.
• The economy’s impact on the election and the election’s impact on the economy.
• How retirement has historically been impacted during election years.
• How economic fluctuations surrounding the election could impact your healthcare strategy.
• Important tax-bracket considerations before the sunset of the Tax Cuts and Jobs Act.

Don’t miss this event if you are invested in the stock market, have an IRA, 401(k) or other qualified plans and want to create strategies to help protect your assets and leave a legacy.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States