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For those approaching or living in retirement, the questions tend to change. It’s no longer just about building wealth — it’s about how to use it thoughtfully, how to sustain it, and how to make decisions that reflect what matters most over time.
As tax policy, legislation, and market conditions evolve, many are also revisiting how their plans align with broader priorities — including income needs, risk management, and the efficient transfer of assets.
We are hosting a private, educational dinner for individuals who want to take a more deliberate approach to the next phase of their financial life.
The conversation will focus on:
• How recent and potential tax law changes may affect Social Security and retirement income
• Key legislative developments and planning considerations
• General approaches to generating income from appreciated assets while managing tax implications
• Considerations for navigating market uncertainty in retirement
• How estate planning elements — such as wills, trusts, and beneficiary designations — fit into a broader financial strategy
We will also explore how more complex planning decisions are evaluated, and what factors may be relevant when coordinating across financial, tax, and estate planning considerations.
Experience Details:
📍 Rob Dob’s Restaurant & Bar – Bloomington, IL
📅 Tuesday, June 16, 2026
⏰ 6:30 PM
Dinner will be served. Seating is limited and reservations are required.
📞 Call to RSVP: (855) 940-0723 (Code: ZELHAR)
🌐 Register online: www.youRSVP.com/ZELHAR
This event is for educational purposes only. No investment, tax, or legal advice will be provided. Estate planning topics are discussed in a general context only. Attendees should consult their own financial, tax, or legal professionals before making any decisions.
If you are thinking carefully about how to structure retirement income, manage risk, and bring greater clarity to your long-term plan — including how assets may be transferred — this session is designed to provide general information to support that process.
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Event Venue
Rob Dob's Restaurant & Bar, 801 N. Hershey Rd,Bloomington,IL,United States
Tickets
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