The Estate Planning Team, Inc.

Retirement Planning Class for 2018 & Beyond

For Retirees & People Thinking about Retirement! Learn retirement strategies, Retirement Rules You should Break & Tax Law Changes! Free workbook.

When & Where

March 15, 2018 from 6:00 PM to 8:30 PM


Interstate Plaza building - 16600 Sprague Rd Middleburg Hts


This class is for people concerned about their long term financial future & the effects of rising health care, taxes, inflation & would like to know when they can afford to retire & have their desired retirement lifestyle or if they are retired what realistic spending they can do.
Topics include:
*Retirement Rules you should consider breaking & why
*The biggest mistakes & most common financial disruptors that can be devastating to your retirement
*What you need to know to minimize the impact of taxes in retirement & understanding the opportunities & traps in the complicated tax code & the impact of new tax law changes
*Factors you must consider for in determining how much you can really afford to spend
*How decisions you make today impact future tax & financial years & what you need to know to get a better result!

Get objective information without a product sales or investment presentation!


Northside of Sprague Rd between Webster & Pearl, east of Levin Furniture, parking lot can be accessed by Freeway Circle, side street east of the I-71 overpass - close to I-71 & Pearl Rd exit


16600 Sprague Road Suite 445
Suite 445
Middleburg Heights, OH 44130


Only pre-registered guests admitted. Free workbook. Please indicate how many people will attend & where you heard about the class. A confirmation will be sent within 48 hours. Get objective helpful information without a sales pitch or investment advisor presentation.
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 Disclaimer: The Estate Planning Team, an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit