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Workshops

August 13, 2019

6:00p - 7:45p

Coyote Moon

RETIREMENT WORKSHOP August 13th, 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.

 

August 15, 2019

6:00p - 7:45p

400 Supper Club

RETIREMENT WORKSHOP August 15th, 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.

 

August 21, 2019

6:00p - 7:45p

Pour Wine Bar & Bistro

RETIREMENT WORKSHOP August 21st, 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.

 

August 22, 2019

6:00p - 7:45p

Rockwoods Grill

RETIREMENT WORKSHOP August 22nd, 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

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