19
Feb
Taxes in Retirement 567 Workshop
Presenter
Marc Geels, CFP®, BFA™Description
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
Tue, Feb 19, 2019
11:00a - 12:30p CST
Location
Briar Cliff University
3303 Rebecca Street
Sioux City ,
IA
51104