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5764 Sunnybrook Drive Sioux City, IA 51106
5024 Bur Oak Place Suite 106
Sioux Falls, SD 57108


EFS Group Wealth Management

(712) 224-4651


Taxes in Retirement

Taxes in Retirement

Wednesday, December 04, 2019

11:00a - 12:30p CST

Ronning Library

Ronning Library

3100 E 49th St
Sioux Falls, SD 57103
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EFS Group Wealth Management


Marc Geels, CFP®, BFA™

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

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