Today’s retirees have built more wealth than any generation before them, but must also contend with new threats. This event will cover the four questions every HNW individual needs to ask themselves as they approach retirement:

• How will I maintain my current lifestyle?
• How can I enjoy myself early in retirement without worrying about running out of money later?
• Could my tax burden actually increase in the next few years?
• How do I create an estate plan?

We are a team of CERTIFIED FINANCIAL PLANNER™️ Professionals who will tackle these questions and address the steps you need to take as a high income/high net worth retiree and pre-retiree.

**This event is for households earnings at least $250,000/year with $500,000 in retirement savings**

**You must speak with a member of our team to confirm attendance**

**This event is only open to those who have not yet attended a Carmichael Hill event**