Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Workshops

September 18, 2019

6:00p - 7:45p

Coyote Moon

RETIREMENT WORKSHOP September 18, 2019

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.

 

September 19, 2019

6:00p - 7:45p

400 Supper Club

RETIREMENT WORKSHOP September 19th, 2019

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

Thank you!

Error processing your request. Please try again at a later time.