Member Event:: Retirement Planning Event

Many people cost themselves thousands of dollars in excess taxes and fees due to inefficient planning. We encourage you to attend this event to ensure you have all of your bases covered.
We assure you this educational presentation will be different!

• Tax Smart Planning – learn how to structure your accounts to help keep more of what you have earned.
• IRA’s / 401k’s / Roth IRA’s / Social Security – where to start, when to elect, and how to navigate the confusion.
• Volatility – will you be prepared when the next crash happens? Do you have risk management practices in place?
• Learn how to keep your IRA’s from taxing your Social Security.
• Are you a planner or an investor? Understand the importance difference.
• Understand how to keep your Social Security benefits from being over taxed?