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Workshops

December 3, 2019

6:00p - 7:45p

Rockwoods Grill

RETIREMENT WORKSHOP December 3rd, 2019 Rockwoods Grill

Topics to be discussed: ~ Can I reduce or eliminate taxes on my Social Security? ~ How can I protect myself from today's volatile market? ~ Is there a way to minimize the tax hit when my family inherits my IRA? ~ What is a Roth Conversion, and is it right for me? ~ Are there insurance options available to assist in retirement? ~ BONUS TOPIC: Tax reform may change your retirement plan. Find out what's new and the biggest mistakes to avoid.

 

December 4, 2019

6:00p - 7:45p

400 Supper Club

RETIREMENT WORKSHOP December 4th, 2019 400 Club

Topics to be discussed Can I reduce or eliminate taxes on my Social Security? How can I protect myself from today's volatile market? Is there a way to minimize the tax hit when my family inherits my IRA? What is a Roth Conversion, and is it right for me? Are there insurance options available to assist in retirement? BONUS TOPIC: Tax reform may change your retirement plan. Find out what's new and the biggest mistakes to avoid.

 

December 5, 2019

6:00p - 7:45p

Coyote Moon

RETIREMENT WORKSHOP December 5th, 2019 Coyote Moon

Topics to be discussed Can I reduce or eliminate taxes on my Social Security? How can I protect myself from today's volatile market? Is there a way to minimize the tax hit when my family inherits my IRA? What is a Roth Conversion, and is it right for me? Are there insurance options available to assist in retirement? BONUS TOPIC: Tax reform may change your retirement plan. Find out what's new and the biggest mistakes to avoid.

 

December 5, 2019

6:00p - 7:45p

Pour Wine Bar & Bistro

RETIREMENT WORKSHOP December 5th, 2019 Pour Wine Bar & Bistro

Topics to be discussed Can I reduce or eliminate taxes on my Social Security? How can I protect myself from today's volatile market? Is there a way to minimize the tax hit when my family inherits my IRA? What is a Roth Conversion, and is it right for me? Are there insurance options available to assist in retirement? BONUS TOPIC: Tax reform may change your retirement plan. Find out what's new and the biggest mistakes to avoid.

Event Registration


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