
Join us for a education workshop and learn potential ways to reduce taxes in retirement and take advantage of the current market environment.
Troftees Gold Resort | Silver Maple I | 1 Country Club Ln, State College, PA 16803
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

Benjamin Hulburt has over twenty years of entrepreneurial experience. He has founded and grown two successful publicly traded companies into multi-billion dollar enterprises. Mr. Hulburt brings a unique set of skills to Alto Financial Group which include significant financial markets experience having led two initial public offerings on both the NYSE and the NASDAQ, numerous secondary public equity offerings, private debt offerings, public debt offerings and private equity fund raising efforts, as well as numerous mergers and acquisition transactions over his twenty-year career.
Mr. Hulburt began his professional career as an active duty commissioned officer in the United States Army, leaving the service holding the rank of Captain. He served as a Director of Rex Energy Corporation (NASDAQ) from March 2007 to October 2010, and as Chairman of the Board of Eclipse Resources Corporation (NYSE) from 2015 to 2019. Mr. Hulburt received his Bachelor of Science degree in Finance from Pennsylvania State University. Mr. Hulburt has passed his Series 65 exam, becoming an Investment Adviser Representative, and currently maintains insurance licenses in numerous jurisdictions throughout the U.S. He is also holds the Retirement Income Certified Professional® designation through The American College of Financial Services.
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