- This event has passed.
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?