Broker Check
21 Feb
Taxes in Retirement 567 Workshop


EFS Group Wealth Management


Marc Geels, CFP®, BFA™s


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

Date and Time

Thu, Feb 21, 2019

11:00a - 12:00p CST


Briar Cliff University

3303 Rebecca St
Sioux City , IA 51104
View on Map Event Website

Event Registration