Taxes in Retirement
You will learn how taxes impact retirement—including Social Security, Medicare, and different savings accounts. We’ll cover how timing distributions, charitable giving, and estate decisions can affect your tax bill, and introduce strategies to help you keep more of your money in retirement.
Refreshments will be provided.
Seminar length: 90 minutes Small group setting: 8 seats Cost: Free Education
Upcoming Seminars: TBA
Just for the Ladies
Retiring as a single woman is exciting but can feel uncertain. This seminar brings together a small group of singles to explore the key financial and lifestyle questions women face in retirement.
Happy Hour Refreshments will be provided.
Seminar length: 90 minutes Small group setting: 8 seats Cost: Free Education
Dates: TBA
Saving for Retirement for Solo Business Owners
For a small business owner, their business is often their biggest investment. They are so busy running the business they haven’t taken time to make sure they are set up to retire some day. Taxes in retirement can be tricky but so can taxes for a business owner. Learn how a solo small business owner may be paying more tax than necessary and how to set things up to save taxes now and beef up your retirement.
Breakfast and coffee will be available during this early morning seminar.
Seminar length: 90 minutes Small group setting: 8 seats Cost: Free Education
Upcoming Seminars: TBA
