05/08/2026
Thinking about investing as you approach or enjoy retirement—but unsure how to protect what you’ve built?
Join us for Coffee & Conversation: The Truth About Investing as Seniors, a free educational panel discussion designed to help older adults and their families better understand investment strategies, income planning, and long-term financial security.
Topics include:
✔️ 1031 Exchanges
✔️ Delaware Statutory Trusts (DSTs)
✔️ Annuities & Securities
✔️ Investment strategies for adults 55+
✔️ Income & growth planning in retirement
Hear from experienced professionals in the financial and investment space during this open and educational discussion.
📍 Henderson Multigenerational Center
📅 May 13, 2026
⏰ 10:30 AM – 12:00 PM
☕ Free coffee & refreshments provided
Whether you’re planning for retirement, downsizing, or simply exploring smarter ways to protect your future, this conversation is for you.
Register today:
📞 888-558-0421
Or click the link in the comments!