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.