Broker Check

5764 Sunnybrook Drive Sioux City, IA 51106

(712) 224-4651
info@efs4u.com
Client Portal
04 Dec
Taxes in Retirement

Organizer

EFS Group Wealth Management cari@efs4u.com

Presenter

Marc Geels, CFP®, BFA™

Description

Wednesday, December 4, 2019
11:00am - 12:30pm
Ronning Library
3100 E 49th St
Sioux Falls, SD  57103
During this event, Marc Geels, CFP®, BFA™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
If you haven't attended this workshop now is the time!
RSVP today 712-224-4651

Date and Time

Wed, Dec 04, 2019

11:00a - 12:30p CST

Location

Ronning Library

3100 E 49th St
Sioux Falls , SD 57103
View on Map Event Website
PT1H30M

Event Registration