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Taxes in Retirement 567

Taxes in Retirement 567

Tuesday, March 19, 2019

11:00a - 12:00p CST

Northeast Community College South Sioux City

Northeast Community College South Sioux City

1001 College Way
South Sioux City, NE 68776
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EFS Group Wealth Management [email protected]


Marc Geels

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

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