Retirement Traps to Avoid

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Taxes in Retirement 567 Workshop

Marc Geels will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including How to overcome the 5 biggest obstacles to a successful retirement Shifting from accumulation to income and preservation of assets Hidden fees inside of your mutual funds and 401k accounts Pensions and Social Security; when and how to claim Financially and mentally preparing for retirement
February 19, 2019
11:00a - 12:30p

Taxes in Retirement 567 Workshop

The new tax and financial rules have changed. Understand the potential impact taxes have on your retirement income.
February 21, 2019
11:00a - 12:00p

Surviving The Perfect Storm

We can see a perfect storm; brewing. Just like the weather forecasters who can predict with a high degree of confidence a disastrous weather event, we can see the confluence of seven major patterns: Baby Boomers Longevity Inflation Sequence of Returns The Stock Bubble The Bond Bubble The 4% Rule
February 28, 2019

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Dr. Don Heilbuth wants to help you achieve the retirement lifestyle you have always dreamed of. As a wealth manager, he helps successful people who are at, or near, retirement clarify and realize their financial goals through the...

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My history with EFS Group goes back to when I was a student at Morningside College and I had the pleasure of doing an internship with this great group of people. I have been with the company now in several different roles over 5 years...

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