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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 567 Workshop

Taxes in Retirement 567 Workshop

Thursday, February 21, 2019

11:00a - 12:00p CST

Briar Cliff University

Briar Cliff University

3303 Rebecca St
Sioux City, IA 51104
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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

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