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retirement planning

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  • January 2023

  • Tue 17

    Retirement Plain and Simple

    January 17, 2023 @ 7:00 PM - 8:30 PM

    will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

    $25
  • March 2023

  • Mon 20

    Tax Planning Strategies for the Four Major Stages of Retirement

    March 20, 2023 @ 7:00 PM - 8:30 PM

    will cover such topics as: retirement timing, social security, health care costs, transitioning your investments from accumulation to decumulation, tax traps and opportunities in retirement, as well as long term care.

    $25
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