Taxes and Estate Planning for a Successful Retirement

Reduce taxes, protect your estate, and take control of your finances.

Market downturn, wills & trusts, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at the Central Branch Library for an educational covering Taxes, Retirement & Estate Planning (including how to deal with the current market environment) on Tuesday, March 17, from 6:00 – 7:00 pm.

Attend and you will learn:

-How to reduce or eliminate retirement and estate taxes
-Financial strategies that could increase your retirement income and last a lifetime
-How to deal with current market volatility and inflation
-How to structure your retirement savings so you never have to worry about running out of money
-Common Misconceptions about retirement and estate planning

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you!