Take the first step toward reaching
Your Financial Goals
Get the information that can help you live a confident retirement.
Our workshops are 100% complimentary and NON obligatory.
- Please note due to limited seating, confirmation from our staff must be received in order to attend.
- Limited seating available due to social distancing guidelines. All CDC COVID-19 protocols will be followed. All attendees must wear face coverings.
Check back later for upcoming events.
How Tax Planning Changes Through 4 Stages of Retirement
Topics for discussion:
- Tax questions to ask BEFORE retirement
- Surprises that can make retirement more expensive
- How to avoid the Social Security “tax trap”
- Why tapping assets in the wrong order can trigger higher Medicare premiums
- Action steps throughout the 4 stages of retirement
- Mistakes to avoid when it comes to your investment portfolio, health care and estate
For more information about any of our products and services, schedule a meeting today or register to attend a webinar.