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Get the information that can help you live a confident retirement.
UPCOMING EVENTS
Retirement looks different for everyone — but the concerns are often the same. How do I protect what I've saved? Will inflation shrink my purchasing power? What happens if something unexpected comes up?
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Our local events are built around your questions, giving you straightforward answers and practical strategies to help you retire — and stay retired — with confidence.
Taxes, Inflation & Market Volatility
A Retirement Survival Guide
Understanding the “One Big Beautiful Bill” and Its Impact on Your Retirement Income.
Inflation has remained elevated and shows signs of staying higher than historical norms. In this presentation, we break down what persistent inflation means for the markets—and, more importantly, how it may influence your long‑term investment and retirement income decisions.
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While the last several years have seen relatively low market volatility, many experts question how long that stability can last. Join us to explore practical strategies for navigating today’s fast‑moving financial landscape, shaped by high trading volume, emerging technologies like Bitcoin and artificial intelligence, and shifting economic forces. You’ll learn how to build a system that can weather downturns while positioning yourself for long‑term success.
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This event will be held at cripple Creek and golf club, and a complementary lunch will be served.
Health & Wealth Symposium
Wednesday July 15, 11:30 - 1:00PM
Cripple Creek and Golf Club - 29494 Cripple Creek Dr. Dagsboro, DE 19939
Registration link will become available April 1st. If you would like additional information in advance or register, please email our office at stacie@lwsde or call 302-251-8901
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Open to the Public - For Qualified Investors Only
