Free Retirement & Tax Planning Class for 2017 & Beyond: For
Retirees & People Nearing Retirement!
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. Potential tax law changes also discussed.
*Common Retirement Rules you should consider
biggest mistakes & most common financial disruptors that can be devastating to your retirement and how to avoid or address them
*What you need to know to minimize the impact of taxes in retirement & understanding the opportunities & traps in the complicated tax code, potential tax law changes & Understanding
how the 4 Tax Wrappers can help you
*Factors you must consider for in determining how much you can really afford to spend throughout your retirement
*How decisions you make today (including retirement elections ) can impact your future tax & financial years & what you need to know to get a better
Get objective helpful information without a product sales or investment advisor
agenda. Plan to attend Tues, February 21st at 3:00pm-5:30pm in Independence.
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. To register click on "register now" button, call (440) 239-2090 or email