Learn the basics of preparing for retirement, paying taxes, and preparing for medicare
Presented by: Dick Harsin, CPA, CFP®
Under the new 2019 SECURE ACT the retirement plan distribution rules for beneficiaries has been drastically changed. This workshop will help you understand the various tax reduction strategies available including charitable planning; Roth conversions and life insurance. We will also discuss funding strategies from your retirement accounts to provide for the special-needs family member.
Presented by: Richard Keppler, IAR, FRC, Financial Fiduciary
Ready for Retirement? This course focuses on concepts that are important to retirement and explains strategies designed to accomplish objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this workshop!
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