TAX-SAVVY RETIREMENT PLANNING EVENT!

What will we be discussing?

Where do the markets, taxes, and economy go from here?

What could we expect from the Biden Tax Plan?

Are you using the tax code to your advantage?

Is it possible to be in the 0% tax bracket in retirement?

Is it possible to reduce or eliminate property taxes in retirement?

Five areas of retirement planning to consider before retiring.

Three potential opportunities for current retirees to help reduce taxes.

Event Date

Full Name

Phone Number

Address

Amount of Investable Assets

RSVP Code

Add a Guest

Guest Relationship

Guest Name

Guest Address