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"Taxes, Inflation, and Market Volatility,"

Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at Bentley University for an educational workshop covering Taxes, Inflation, and Market Volatility (including how to deal with the current market environment) on Monday, May 20, from 6:00 – 7:30 pm or Tuesday, May 21 @ 6:00 – 7:30 pm (Only a few spots left)

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation. Our speaker will be Nathan Workman, a certified financial planner and estate planning attorney. Our company, Lowrey Financial Group, was co-founded by Jake Lowrey who was the host of the popular “Mass Wealth Radio” show for many years with the famous Howie Carr on WRKO.

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to potentially maximize your retirement income in this current environment, this workshop is for you.

Monday, May 20, 6:00 - 7:30 pm

Topic: Taxes, Inflation, and Market Volatility (Only a few spots left!)

Learn More and Register

BENTLEY

Tuesday, May 21, 6:00 - 7:30 pm

Topic: Taxes, Inflation, and Market Volatility (Only a few spots left!)

Learn More and Register

BENTLEY

Schedule Your Meeting

To schedule a time to discuss your financial future and your personalized custom retirement plan, fill out the form below and someone from our team will respond within 24 hours.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

It is important to feel you have control over your financial future. At Lowrey Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies to custom suit their needs and objectives.

If you would like to learn more about Lowrey Financial Group or would like to schedule a no-obligation meeting, please contact us today!

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Disclosure

DISCLAIMER: Insurance products are offered through the insurance business Lowrey Financial Group.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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