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.