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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
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

November 3
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

November 5
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

November 10
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

November 11
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

November 12
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

November 12
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

November 17
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

November 19
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

November 19
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