Finance Uncorked: Strategies for a Secure Retirement
Join us for an informative evening as R&R Financial presents on strategies for saving toward a secure retirement.
Our experts—Senior Analyst Ben Rones, CFA, and Senior Financial Planner Josh Richardson, CFP—will share practical approaches to building retirement wealth, maximizing savings opportunities, and avoiding common pitfalls that can derail long-term financial security.
What to Expect:
Proven strategies to grow and protect your retirement nest egg
Insights on tax-advantaged savings plans and contribution limits
Guidance on balancing risk, investments, and income needs in retirement
Live Q&A with Ben Rones, CFA, and Josh Richardson, CFP
Whether you’re just getting started or fine-tuning your retirement plan, this seminar will provide the tools and confidence you need to work toward your future goals. Complimentary wine will be served.
Space is limited — RSVP today.
Finance Uncorked: Unpacking Key Tax Changes in the One Big Beautiful Bill
Join us for an informative evening as R&R Financial presents a timely seminar on how the newly passed One Big Beautiful Bill could impact your taxes, investments, and overall financial plan.
Our experts—Senior Analyst Ben Rones, CFA, and Senior Financial Planner Josh Richardson—will break down the bill’s key provisions, including changes to capital gains treatment, retirement account rules, and income tax brackets. You'll learn how to adapt your financial strategy to stay ahead of the curve.
What to Expect:
Tax planning strategies in light of revised deductions and brackets
Investment positioning amid regulatory and market shifts
Retirement planning updates, including RMD and contribution changes
Live Q&A with Ben Rones, CFA and Josh Richardson
Whether you're building wealth or protecting it, this seminar will help you navigate the new financial landscape with confidence. Complimentary wine will be served.
Space is limited — RSVP today.
Market & Economic Update
Join us for an informative evening as R&R Financial presents our Market & Economic Update Seminar, featuring key insights from our Senior Analyst, Ben Rones, CFA. Ben will break down current market trends, economic indicators, and what they could mean for investors in the coming months. From inflation and interest rates to sector performance and global events, this session is designed to help you make informed financial decisions in today’s evolving environment.
What to Expect:
A clear overview of recent market performance
Insights into the Federal Reserve’s outlook and policy trends
Analysis of key economic data points
Q&A session with Ben Rones, CFA
Whether you’re a long-term investor or just want to understand what’s driving the headlines, this seminar offers valuable perspective from a trusted expert. Complimentary wine will be provided.
Space is limited, so RSVP now before spots fill up.
Estate Planning 101
Join us for Estate Planning 101 at Altisima Winery, where we’ll uncork the essentials of securing your financial future. Enjoy an evening of fine wine while guest speaker Greg Ashcraft, a seasoned estate attorney, breaks down wills, trusts, and key strategies to protect your legacy.
Whether you're starting from scratch or need a refresher, this seminar will provide valuable insights to help you make informed decisions for you and your loved ones. Don’t miss this opportunity to sip, learn, and plan with confidence!
Space is limited, so RSVP now before spots fill up.