Complimentary & Timely Event at the Wilmington University - Brandywine Campus
Retirement Planning In the Midst of Market Volatility & Economic Uncertainty
The stock market and the economy are experiencing multiple pain points that could have an impact on your retirement planning.
Reasons for some uncertainty include escalating war in the Middle East, record inflation, rising interest rates, the threat of a recession, election year jitters and Social Security insolvency.
The question is, what can you do to be prepared about it?
- TAXES: Are you concerned that excessive government spending, growing national debt and Trump Era Tax Cuts expiring next year could play a part in your retirement strategy?
- RECESSION: Could delayed Federal action push us into a deep recession… potentially impacting the retirement plans you’ve made?
- VOLATILITY: How might the swings in the stock market affect your portfolio, and can you do anything about it? Is there any correction protection?
- ELECTION: How could the upcoming election might impact your retirement and financial future?
- SOCIAL SECURITY: Social Security is set to run out of money by 2033… how could this change your income at one of the most important times in your life?
- EXPANDING WARS: The last time there was this many conflicts and threats of another war… what happened to the market and your retirement nest egg?
Event Details
Wilmington University – Brandywine Campus
10 Beaver Valley Rd, Wilmington, DE 19803
Dates & Times
– Monday, May 20 at 6:30 p.m.
– Wednesday, May 22 at 6:30 p.m.
*Wilmington University is not endorsing, supporting, or sponsoring this seminar of Ambrose Wealth Management.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend.
Do you have a holistic retirement income strategy in place?
Don’t miss this information-packed event!
Need an extra reason (or two) to register?
This presentation combines two valuable elements:
Professional Insight
Live instruction from a local financial professional in an engaging, easy-to-understand format.
Actionable Next Steps
Attendees will have the opportunity to schedule a complimentary consultation after the event.
Meet Your Host
Tom Ambrose | President & CIO of Ambrose Wealth Management
Tom Ambrose is President of Ambrose Wealth Management a fee-only Financial and Retirement planning firm whose practice has serviced the entire Delaware Valley for over 40 years. Tom is a Fiduciary who has extensive experience providing retirement, business, investment, and tax minimization planning advice to hundreds of Executives, Retirees and Business Owners. He has navigated through many market downturns and corrections, major tax reform bills that eventually culminated into two devastating financial crises. Tom’s primary focus as his clients’ financial advocate is on helping them accumulate, manage and preserve their life savings while saving them time, money and taxes whenever possible.
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Investment Advisory Services offered through Ambrose Wealth Management.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an Investment or annuity solution by a Licensed investment and Insurance Professional. Attend and learn how different types of annuities can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.