Retirement Planning Today MM10

Meeting Times

• Tuesday 6:30 PM - 8:30 PM

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Description

This is a comprehensive educational course designed for adults 50-70, who want to prepare for a confident retirement with a strong emphasis on tax strategy. Special attention is given to strategies such as Roth conversion, tax efficient withdrawal plans, and techniques for reducing taxable income.

Class will also cover topics such as risk management, asset protection, Medicare decisions and so much more.

Fee includes ability to bring a guest.

Additional Notes

Fee includes abilty to bring a guest.