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.