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Workshops

Upcoming Events

January 28, 2020

6:00p - 7:45p

Coyote Moon

RETIREMENT WORKSHOP January 28th, 2020 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.

January 30, 2020

6:00p - 7:45p

The Eagles Club

RETIREMENT WORKSHOP January 30th, 2020 Litchfield Eagles 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.

February 5, 2020

6:00p - 7:45p

400 Supper Club

RETIREMENT WORKSHOP February 5th, 2020 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.

February 6, 2020

6:00p - 7:45p

The Eagles Club

RETIREMENT WORKSHOP February 6th, 2020 Litchfield Eagles 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.

February 11, 2020

6:00p - 7:45p

Rockwoods Grill

RETIREMENT WORKSHOP February 11, 2020 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.

February 18, 2020

6:00p - 7:45p

Pour Wine Bar & Bistro

RETIREMENT WORKSHOP February 18, 2020 Pour 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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