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Wealth and Retirement Seminar (Live via Zoom on May 13)

May 13, 2020 @ 4:00 pm - 5:00 pm

As an added bonus, we are joining Gannett, a news media company that includes USA Today, to support local businesses with much needed resources to manage through this challenging time.  Anyone who registers and attends the event will receive a $50 Gift card for a local business registered on supportlocal.usatoday.com (limit one per household).

Important Topics will include:

  • The SECURE Act: For some, this could be a big win. For others, it could totally disrupt your retirement plans. Learn the crucial mistakes you should avoid.
  • Tax Reduction Strategies: Learn how you could reduce taxes on your Social Security, capital gains, interest income and more. Plus, discover how converting to a ROTH could save you a small fortune in taxes.
  • Market Volatility: Learn the options and opportunities you have during this current market downturn.
  • Retirement Income: Will you have enough? Discover the strategies available to generate guaranteed income for life.
  • Estate & Legacy Planning: How can you transfer assets to your heirs tax-efficiently and avoid probate?
  • Healthcare/Medicare: What insurance options are available to assist with retirement?


May 13, 2020
4:00 pm - 5:00 pm
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LIVE Webinar via Zoom

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