Bellevue, WA

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To register via phone, call (855) 425-4566.

Taxes in Retirement - Anthony's Restaurant - November 6th at 6:15pm

Finally! Strategies to learn before the end of 2023 to help combat inflation & preserve your retirement!

Join Decker Retirement Planning

Come join us for a dinner event to learn more about:

  • INFLATION & INTEREST RATES: Learn how it’s shaping current investment strategies and what you should expect in the future.
  • STOCK MARKET FLUCTUATIONS AND VOLATILITY: Would a market correction create additional challenges to meeting your planned retirement date
  • LIFESTYLE & DISTRIBUTION PLANNING: Learn the importance of distribution planning to reduce risk.
  • IRA/401(K)/MUTUAL FUNDS: What are your options if you’ve recently left your employer? Are the undisclosed fees in your portfolio costing you too much?
  • TAX-REDUCTION STRATEGIES: Strategies to protect your retirement income from potential tax increases.
  • HEALTHCARE COSTS: Healthcare costs continue to rise, and retirees may worry about how to pay for their medical expenses. Understanding healthcare options and planning for these expenses can help retirees feel more secure in retirement.
  • NEW RETIREMENT LEGISLATION: New retirement legislation has been introduced recently, including the SECURE Act and CARES Act. Understanding how these laws may affect your retirement savings can help you make informed decisions.

Where: Anthony’s Restaurant (Kirkland)
135 Lake Street S
Kirkland, WA 98033

Speaker: Brian Decker

Doors open at 5:45 PM
The Presentation Starts at 6:15 PM (and will be about an hour)

Taxes in Retirement - El Gaucho - November 7th at 6:15pm

Finally! Strategies to learn before the end of 2023 to help combat inflation & preserve your retirement!

Join Decker Retirement Planning

Come join us for a dinner event to learn more about:

  • INFLATION & INTEREST RATES: Learn how it’s shaping current investment strategies and what you should expect in the future.
  • STOCK MARKET FLUCTUATIONS AND VOLATILITY: Would a market correction create additional challenges to meeting your planned retirement date
  • LIFESTYLE & DISTRIBUTION PLANNING: Learn the importance of distribution planning to reduce risk.
  • IRA/401(K)/MUTUAL FUNDS: What are your options if you’ve recently left your employer? Are the undisclosed fees in your portfolio costing you too much?
  • TAX-REDUCTION STRATEGIES: Strategies to protect your retirement income from potential tax increases.
  • HEALTHCARE COSTS: Healthcare costs continue to rise, and retirees may worry about how to pay for their medical expenses. Understanding healthcare options and planning for these expenses can help retirees feel more secure in retirement.
  • NEW RETIREMENT LEGISLATION: New retirement legislation has been introduced recently, including the SECURE Act and CARES Act. Understanding how these laws may affect your retirement savings can help you make informed decisions.

Where: El Gaucho
450 108th Avenue NE
Bellevue, WA 98004

Speaker: Brian Decker

Doors open at 5:45 PM
The Presentation Starts at 6:15 PM (and will be about an hour)

NOTE: Your reservation is NOT confirmed until speaking with a Decker team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above with at least $350,000 of investible assets. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have already attended a previous event with us, we kindly ask that you contact us to schedule a no-cost visit with one of our purebred fiduciaries instead.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you not attend.

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