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2025 Economic Summit

Retirees Are Winning Big in Today’s Interest Rate Environment

Today’s retirees are in the best position in decades. While CD and savings rates are dropping, the 10-year Treasury rate remains strong, helping annuity providers offer income and growth strategies with principal protection and no market risk.

Retirees can now access benefits not seen since the 1990s:

– Higher guaranteed income
– Stronger growth potential
– Uncapped index participation (Nasdaq & S&P 500)*
– Low or no fees

Learn these Strategies & Creative Income Solutions for IRA’s:

1. New State of the Retirement Industry
2. New Modern IRA Changes & Tax Strategies
3. Impact of New Tax Legislation
4. New Modern Interest Rates Changing Everything

See how local retirees are locking in long-term income and tax-efficient growth without market exposure. We’ll show you practical approaches that prioritize safety while delivering the growth and income you need.

RSVP: Free and open to the public, but space is limited. Call (352) 750-4029 to reserve your spot. We look forward to seeing you there.

 

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Date

Jul 21 2025

Time

5:00 pm - 7:00 pm

Location

The Brownwood Hotel
3003 Brownwood Blvd, The Villages, FL 32163
Website
https://www.brownwoodhotelandspa.com/
Phone
352-750-4029
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