The Estate Planning Team, Inc.

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. 

Topics include:


*Common Retirement Rules you should consider breaking
*The 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 years
*How decisions you make today (including retirement elections ) can impact your future tax & financial years & what you need to know to get a better result!

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 kwaddell@tept.com.

 

 



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 Disclaimer: The Estate Planning Team, Inc.is 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 www.financialfoodforthought.com.