JOIN US

TAXES, INFLATION,
AND MARKET VOLATILITY

Select a session below to register for this free to attend education workshop
and learn how to potentially reduce taxes in retirement and take advantage of the current market environment.

Taxes, Inflation, and Market Volatility

Join us for a education workshop and learn potential ways to reduce taxes in retirement and take advantage of the current market environment.

Upcoming Session

February 25, 2025 at 6:30pm

Gonzaga University | John J. Hemmingson Center | HEMM 201 |
702 E. Desmet Ave.
Spokane, WA 99202

Common misconceptions about retirement planning

Financial strategies that could increase your retirement income and last a lifetime

Ways to deal with the current market volatility and inflation

Ways to optimize your social security to reduce taxes and hedge for inflation

Ways to structure your retirement savings so you won't have to worry about running out of money

MEET YOUR INSTRUCTOR

Debbie Starkey

Debbie has been serving clients in the greater Northwestern states for more than 26 years.

She holds a Series 7 Securities license along with Investment Advisor Representative and Life and Annuity licenses which allow her to counsel clients in all aspects of their financial plans.

Debbie’s expertise is truly listening to the client’s goals and concerns, paying special attention to the details that are so important to them. She has many years of experience in helping clients from the public sector, government sector, the self-employed and small business owners. She understands and takes seriously the very important role she plays as the financial professional in the lives of her clients. It is important to Debbie that her clients understand the full ramifications of each financial decision they institute.

Debbie is active in many volunteer positions at her church and in the local community.

Debbie resides in Lincoln County, Washington and enjoys the great outdoors with her husband Bob and her kids and 5 grandchildren.

This workshop is most appropriate for individuals who have at least $250,000 in investable assets and are either within 5 years of retirement or already retired.

Please note that contact information provided when registering for this event may be used to contact you

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Alto Financial Group is not affiliated with the U.S. government or any governmental agency. Investing involves risk, including the potential loss of principal. 03090735-06/25